Fondsfinans Global Helse B
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondsfinans Global Helse er et aktivt forvaltet globalt aksjefond som investerer i store og likvide selskaper innen helsesektoren. Fondet har som målsetting å skape god risikojustert avkastning over tid. Fondets midler blir investert i børsnoterte selskaper innen legemidler, bioteknologi, medisinsk utsyr og tjenester. Investeringer i fremmed valuta blir ikke valutasikret. For mer informasjon, se fondets prospekt.
Investment horizon
- Fondsfinans Global Helse B 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 date22 May 2024
- ISINNO0013168740
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 0,70 %
- 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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Eli Lilly and Co6.7%
- AbbVie Inc6.3%
- Roche Holding AG5.9%
- Novartis AG Registered Shares5.7%
- HCA Healthcare Inc5.6%
- Abbott Laboratories4.9%
- Gilead Sciences Inc4.4%
- UnitedHealth Group Inc4.3%
- The Cigna Group4.0%
- Johnson & Johnson4.0%