FIRST Opportunities
Equity fund
1 year
Europe
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Identify and invest in quality companies offering superb growth potential. The targeted investment universe mainly consists of small and medium sized companies in Norway.
Investment horizon
- FIRST Opportunities 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 date20 Jan 2022
- ISINNO0011073835
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 1,65 %
- 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 94%Interest 6%
Portfolio
Shows the fund's largest investments.
- Schibsted ASA Class B7.2%
- Bakkafrost P/F7.2%
- Odfjell Drilling Ltd5.5%
- Aker BP ASA5.3%
- Kitron ASA4.8%
- Kid ASA4.4%
- LINK Mobility Group Holding ASA Ordinary Shares4.4%
- Elmera Group ASA Ordinary Shares4.4%
- Europris ASA4.3%
- SATS ASA Ordinary Shares4.3%