Eika Norge N
Equity fund
1 year
Europe
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
Description
- Fondet investerer primært i norske aksjer på Oslo Børs eller tilsvarende markedsplass, men har anledning til å investere inntil 20% av fondets forvaltningskapital på andre markedsplasser primært innen OECD-området. Fondet forvaltes med en aktiv investeringsstrategi. Investeringene velges ut fra forvalters makrobaserte vurderinger av attraktive sektorer og investeringstemaer sammen med grundige analyser av det enelte selskap.
Investment horizon
- Eika Norge N is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
04 Jun 2025
- Start date16 Apr 2024
- ISINNO0011031510
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Costs
- Ongoing costs
Includes management fees of 1,00 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Kongsberg Gruppen ASA6.3%
- Aker BP ASA6.2%
- Vend Marketplaces ASA Class B5.9%
- Norsk Hydro ASA5.9%
- Storebrand ASA5.6%
- DNB Bank ASA5.1%
- Equinor ASA4.4%
- Nordic Semiconductor ASA4.2%
- SpareBank 1 Sor Norge ASA4.2%
- Mowi ASA3.6%