Holberg Norden N
Equity fund
1 year
Europe
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Holberg Norden er et aktivt forvaltet aksjefond som investerer i nordiske børsnoterte aksjer. Vi har en langsiktig tilnærming til investeringer, basert på bevisstheten om at verdiskapningen i bedriftene skjer over flere år. Fondet forvaltes indeksuavhengig og har en konsentrert portefølje. I jakten på gode investeringer leter vi etter selskaper med høy lønnsomhet, bærekraftig forretningsmodell, sterk balanse, eierfokusert ledelse og attraktiv verdsettelse.
Investment horizon
- Holberg Norden 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
- Price/NAV
04 Jun 2025
- Start date16 Feb 2021
- ISINNO0010856354
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
Costs
- Ongoing costs
Includes management fees of 1,00 %
- 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 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- Novo Nordisk AS Class B9.2%
- Sampo Oyj Class A8.6%
- Valmet Oyj6.6%
- Europris ASA4.7%
- Danske Bank AS4.7%
- Inwido AB4.6%
- Mowi ASA4.6%
- Assa Abloy AB Class B4.5%
- Carlsberg AS Class B4.4%
- Loomis AB Class B4.3%