All funds

Investtech Invest B

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

No 

Sustainability

Development

Last 5 years

Description

  • 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
  • Price/NAV

    03 Jun 2025

  • 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

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.

  • Protector Forsikring ASA
    5.7%
  • Dynavox Group AB
    5.4%
  • Telenor ASA
    5.1%
  • Norbit ASA Ordinary Shares
    5.0%
  • SpareBank 1 SMN Depository Receipts
    4.8%
  • Ambea AB
    4.6%
  • Scandic Hotels Group AB
    4.4%
  • Inwido AB
    4.4%
  • AcadeMedia AB
    4.4%
  • Orkla ASA
    4.3%