Holberg Triton N
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- Holberg Triton er et aktivt forvaltet bransjefond som investerer i børsnoterte aksjer innen sjømatsektoren. Vi har en langsiktig tilnærming til investeringer, basert på bevisstheten om at verdiskapningen i bedriftene skjer over flere år. Fondet har en konsentrert portefølje av sjømatselskaper innen ulike deler av verdikjeden. I jakten på gode investeringer leter vi etter selskaper med høy lønnsomhet, sterke vekstutsikter, eierfokusert ledelse, bærekraftig forretningsmodell og attraktiv verdsettelse.
Investment horizon
- Holberg Triton 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
10 Dec 2025
- Margin rate
- Start date13 Oct 2016
- ISINNO0010774409
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 1,00 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 94%Interest 6%
Portfolio
Shows the fund's largest investments.
- SalMar ASA8.8%
- Mowi ASA8.8%
- Bakkafrost P/F8.7%
- Vinh Hoan Corp8.7%
- Sanford Ltd4.6%
- Toyo Suisan Kaisha Ltd4.4%
- Oceana Group Ltd4.4%
- Century Pacific Food Inc4.1%
- Maruha Nichiro Corp4.0%
- PT Japfa Comfeed Indonesia Tbk Registered Shs Series -A-3.9%