All funds

Holberg Kreditt N

Bond fund

1 year

Globe

Europe

Largest region

Low

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • Holberg Kreditt investerer i nordiske høyrenteobligasjoner med en kredittkvalitet minimum B minus. Fondet har en konsentrert portefølje der mandatet er å ta kredittrisiko med begrenset løpetid og lav renterisiko. Holberg Kreditt er et godt alternativ for investorer som ønsker meravkastning utover det likviditetsfond kan levere, med en risiko som er betydelig lavere enn i aksjefond.
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Investment horizon

  • Holberg Kreditt N is a Bond fund. This mutual fund type is suitable for those who plan to save for at least 2 - 3 years.

Characteristics

  • Minimum amount
  • Sharpe 3 years
  • NAV/Price
  • Margin rate
  • Start date
  • ISIN
    NO0010841133

Risk

  • Low (2 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 0,50 %
  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 0%
    Interest 100%

Portfolio

Shows the fund's largest investments.

  • International Petroleum Corp 7.5%
    4.2%
  • Intrum Investments & Financing AB 8.5%
    3.8%
  • SR-Boligkreditt AS 5.14%
    3.8%
  • Nordea Eiendomskreditt AS 5.11%
    3.3%
  • Danske Bank A/S 4.298%
    3.1%
Holberg Kreditt N - Buy mutual fund - DNB