All funds

FIRST Impact

Equity fund

1 year

Region

Asia

Largest region

Medium

Risk

Cost

Morningstar

 

Yes 

Sustainability

Development

Last 5 years

Description

  • The fund will invest in companies globally which has solutions to the UN's sustainability goals and thus contributes to the transition to a more sustainable society. The fund has an active investment strategy and significant deviations from the benchmark index must be expected. The fund seeks to identify the sectors and the topics that will provide the best exposure to high growth and profitability by addressing some of the UN’s sustainability goals, as well as to identify the best investment opportunities within these themes. The fund uses a quantitative screening where emphasis is placed on factors such as historical and future revenue growth, return on capital employed, stability in growth and profitability, and cash flow generation and valuation multiples. .
    Read more

Investment horizon

  • FIRST Impact 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 date
    14 Dec 2020
  • ISIN
    NO0010907959

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

Costs

  • Ongoing costs

    Includes management fees of 1,25 %

  • 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.

  • Alfen NV
    8.5%
  • BYD Co Ltd Class H
    8.1%
  • Rexel SA
    6.5%
  • WESCO International Inc
    6.4%
  • Kyudenko Corp
    5.4%
  • Gremz Inc
    4.8%
  • Alphabet Inc Class A
    4.7%
  • Digital Arts Inc
    4.6%
  • Midea Group Co Ltd Ordinary Shares - Class H
    4.5%
  • Shinnihon Corp
    4.2%