All funds

FORTE Norge

Equity fund

1 year

Globe

Europe

Largest region

High

Risk

Annual costs

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Description

  • FORTE Norge investerer hovedsakelig i selskaper notert på Oslo Børs. Det søkes å skape meravkastning over tid i FORTE Norge, i forhold til referanseindeksen (det vi måler avkastning mot), OSEFX. FORTE Norge er et aktivt forvaltet fond, der investeringsstilen løpende tilpasses markedsforholdene.
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Investment horizon

  • FORTE Norge 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

    24 Aug 2025

  • Start date
    28 Feb 2011
  • ISIN
    NO0010601271

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 94%
    Interest 6%

Portfolio

Shows the fund's largest investments.

  • Equinor ASA
    8.8%
  • DNB Bank ASA
    7.9%
  • SalMar ASA
    6.9%
  • Mowi ASA
    6.3%
  • Orkla ASA
    4.5%
  • Kongsberg Gruppen ASA
    4.2%
  • Norsk Hydro ASA
    4.2%
  • Aker BP ASA
    4.1%
  • Aker ASA Class A
    3.9%
  • Yara International ASA
    3.7%