Holberg Kreditt N
Bond fund
1 year
No data to display ...
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- 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.
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
- Price/NAV
10 Jun 2025
- Start date04 Feb 2019
- ISINNO0010841133
Risk
- Medium (3 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
Costs
- Ongoing costs
Includes management fees of 0,50 %
- 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 0%Interest 100%
Portfolio
Shows the fund's largest investments.
- International Petroleum Corp 7.25%7.1%
- Intrum AB 9.25%6.8%
- Odfjell Rig III Ltd. 9.25%4.3%
- Airswift Global AS 10%3.8%
- Nordea Eiendomskreditt AS 6.01%3.7%
- Tidewater Inc New 10.375%3.6%
- Euronav Luxembourg SA 6.25%3.5%
- Axactor ASA 12.71%3.4%
- Shelf Drilling North Sea Holdings Ltd. 9.875%3.1%
- SFL Corporation Ltd 7.25%3.0%