Holberg Triton N
Equity fund
1 year
Europe
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- 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
- Price/NAV
04 Jun 2025
- 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
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 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Vinh Hoan Corp8.3%
- SalMar ASA8.3%
- Bakkafrost P/F8.2%
- Food & Life Companies Ltd6.4%
- Frosta AG4.6%
- Kyokuyo Co Ltd4.5%
- Mowi ASA4.5%
- Sanford Ltd4.5%
- Toyo Suisan Kaisha Ltd4.5%
- High Liner Foods Inc4.4%