FORTE Global
Equity fund
1 year
USA
Largest region
High
Risk
Cost
Morningstar
No
Sustainability
Development
Last 5 years
( ann.)
Description
- FORTE Global er et aktivt forvaltet aksjefond som søker å gi andelseierne en bred global aksjeeksponering, på tvers av regioner og sektorer innenfor investeringsuniverset. Fondet investerer hovedsakelig i børshandlede fond og enkeltaksjer. Basert på investeringsprosessen vil forvalter forsøke å oppnå meravkastning gjennom å allokere mellom ulike regioner, sektorer og enkeltaksjer
Investment horizon
- FORTE Global 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 date28 Feb 2011
- ISINNO0010601289
Risk
- High (6 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
- SustainabilityNo
Costs
- Ongoing costs
Includes management fees of 1,92 %
- 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 80%Interest 20%
Portfolio
Shows the fund's largest investments.
- iShares MSCI World ETF19.2%
- KLP AksjeUSA Indeks Valutasikret N16.2%
- iShares Core MSCI Europe ETF11.3%
- iShares China Large-Cap ETF5.3%
- iShares MSCI Emerging Markets ETF5.2%
- SPDR® S&P 500® ETF4.4%
- iShares Global Healthcare ETF4.3%
- Newmont Corp2.6%
- iShares Global Consumer Staples ETF2.4%
- Mowi ASA2.1%