Holberg Global N
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- Holberg Global er et aktivt forvaltet aksjefond som investerer i børsnoterte aksjer globalt. Vi har en langsiktig tilnærming til investeringer, basert på bevisstheten om at verdiskapningen i selskapene skjer over flere år. Fondet forvaltes indeksuavhengig og har en konsentrert portefølje. I jakten på gode investeringer leter vi etter kvalitetsselskaper med høy lønnsomhet, sterke vekstutsikter, dyktig ledelse, bærekraftig forretningsmodell og attraktiv verdsettelse.
Investment horizon
- Holberg Global N 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
04 Mar 2026
- Margin rate
- Start date30 Dec 2015
- ISINNO0010752835
Risk
- Medium (4 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
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 0,90 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- Alphabet Inc Class C6.8%
- Meta Platforms Inc Class A6.6%
- Avanza Bank Holding AB5.5%
- Taiwan Semiconductor Manufacturing Co Ltd ADR5.3%
- NVIDIA Corp5.2%
- Novo Nordisk AS Class B5.0%
- Amazon.com Inc4.4%
- Alimentation Couche-Tard Inc4.1%
- Mastercard Inc Class A4.1%
- Brookfield Corp Registered Shs -A- Limited Vtg4.0%