All funds

FORTE Trønder

Equity fund

1 year

Region

Europe

Largest region

High

Risk

Cost

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Description

  • FORTE Trønder investerer primært i selskaper notert på Oslo Børs. Fondet vil i hovedsak inneholde selskaper med historisk forankring, lokalisering, verdiskapning eller eierskap i MidtNorge-regionen. FORTE Trønder er et aktivt forvaltet fond. Det søkes å skape meravkastning over tid i FORTE Trønder, i forhold til referanseindeksen (det vi måler avkastning mot), OSEFX.
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Investment horizon

  • FORTE Trønder 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
    01 Jan 2013
  • ISIN
    NO0010665441

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 87%
    Interest 13%

Portfolio

Shows the fund's largest investments.

  • Equinor ASA
    8.7%
  • Aker BP ASA
    7.2%
  • DNB Bank ASA
    4.7%
  • Orkla ASA
    4.6%
  • Mowi ASA
    4.6%
  • Norsk Hydro ASA
    4.5%
  • Telenor ASA
    4.5%
  • Okea ASA
    3.8%
  • SalMar ASA
    3.6%
  • Stolt-Nielsen Ltd
    3.5%