All funds

FORTE Norge

Equity fund

1 year

Region

Europe

Largest region

High

Risk

Cost

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.
    Read more

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

    04 Jun 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

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 88%
    Interest 12%

Portfolio

Shows the fund's largest investments.

  • Equinor ASA
    8.6%
  • Aker BP ASA
    4.8%
  • Orkla ASA
    4.8%
  • DNB Bank ASA
    4.5%
  • Mowi ASA
    4.5%
  • Norsk Hydro ASA
    4.2%
  • Green Transition
    3.9%
  • Stolt-Nielsen Ltd
    3.5%
  • Aker ASA Class A
    3.3%
  • Telenor ASA
    3.2%