FIRST Generator S
Equity fund
1 year
Europe
Largest region
High
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondet vil i hovedsak investere i aksjer notert på Oslo Børs, og investeringene i norske aksjer vil til enhver tid være minimum 80% av porteføljen. Formålet for forvaltningen av fondet er å oppnå høyest mulig relativ avkastning mot Oslo Børs. Forvaltningsselskapet vil basere sine investeringsbeslutninger i enkeltpapirer på bakgrunn av en fundamental prosess som fokuserer på analyse av selskapenes verdsettelse og vekstpotensialet.
Investment horizon
- FIRST Generator S 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 date02 Sept 2010
- ISINNO0010584105
Risk
- High (5 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 1,50 %
- 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.
- Crayon Group Holding ASA Shs9.9%
- Scatec ASA Ordinary Shares9.4%
- Yara International ASA9.1%
- Elkem ASA Ordinary Shares7.7%
- LINK Mobility Group Holding ASA Ordinary Shares7.4%
- Frontline PLC6.5%
- Panoro Energy ASA6.3%
- Vend Marketplaces ASA Class A5.9%
- Mowi ASA5.4%
- Ping An Insurance (Group) Co. of China Ltd Class H5.2%