Holberg Norge N
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Holberg Norge er et aktivt forvaltet aksjefond som investerer i norske 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 kvalitetsselskaper med bærekraftig forretningsmodell, sterk balanse, eierfokusert ledelse og attraktiv verdsettelse.
Investment horizon
- Holberg Norge 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
27 Aug 2025
- Start date25 Mar 2020
- ISINNO0010856370
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 96%Interest 4%
Portfolio
Shows the fund's largest investments.
- Aker BP ASA9.2%
- Mowi ASA9.1%
- SpareBank 1 SMN Depository Receipts6.8%
- Orkla ASA6.5%
- Storebrand ASA5.0%
- Europris ASA4.6%
- Subsea 7 SA4.3%
- SalMar ASA4.3%
- Atea ASA4.1%
- Veidekke ASA4.1%