All funds

Investtech Invest B

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Details

  • Investtech.com AS har siden 1997 utviklet avanserte analysemodeller innen kvantitativ finans og teknisk analyse for å finne aksjer med signaler og egenskaper som statistisk forventes å gi en mer- og mindreavkastning mot aksjemarkedet over tid. Tilnærmingen er hovedsakelig kvantitativ, i den forstand at det investeres i aksjer der direkte målbare forhold statistisk sett tilsier kommende meravkastning. Investtech Invest har som strategi å utnytte disse signalene til å oppnå god avkastning. Fondet investerer i børsnoterte selskaper på de nordiske børsene hvor avanserte algoritmebaserte modeller anvendes for å ta investeringsbeslutninger i selskaper med en forventet meravkastning. Fondet har ingen begrensninger for eksponering mot forskjellige typer utstedere. Fondet kan dermed eksponere seg mot forskjellige typer sektorer og ulike selskapsstørrelser.
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Investment horizon

  • Investtech Invest B 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

    09 Feb 2026

  • Margin rate
  • Start date
    24 Jan 2021
  • ISIN
    SE0014704839

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

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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Subsea 7 SA
    5.3%
  • Lundin Mining Corp
    5.2%
  • Odfjell Drilling Ltd
    4.9%
  • Scatec ASA Ordinary Shares
    4.8%
  • NCC AB Class B
    4.5%
  • Sparebanken Norge Depository Receipts
    4.4%
  • 2020 Bulkers Ltd Ordinary Shares
    4.3%
  • Scandic Hotels Group AB
    4.3%
  • Elkem ASA Ordinary Shares
    4.0%
  • BHG Group AB
    3.4%
Investtech Invest B - Buy mutual fund - DNB