All funds

FORTE Global

Equity fund

1 year

Globe

USA

Largest region

High

Risk

Annual costs

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Details

  • 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
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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
  • NAV/Price

    24 Aug 2025

  • Margin rate
  • Start date
    28 Feb 2011
  • ISIN
    NO0010601289

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

Annual cost

  • Ongoing costs

    Includes management fees of 1,92 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 81%
    Interest 19%

Portfolio

Shows the fund's largest investments.

  • iShares MSCI World ETF
    19.0%
  • SPDR® S&P 500® ETF
    11.9%
  • iShares Core MSCI Europe ETF
    10.5%
  • iShares Global Healthcare ETF
    9.8%
  • iShares China Large-Cap ETF
    5.4%
  • iShares MSCI Emerging Markets ETF
    5.3%
  • iShares Global Consumer Staples ETF
    2.4%
  • Novo Nordisk AS ADR
    2.2%
  • Frontline PLC
    2.2%
  • Equinor ASA
    2.1%
FORTE Global - Buy mutual fund - DNB