Landkreditt Aksje Global N

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

Morningstar

 

No 

Sustainability

Development

Last 5 years

Description

  • Fondets kapital plasseres i en portefølje av ulike underfond, med en øvre grense på 20 prosent per underfond. Fondets kjerneportefølje består av godt diversifiserte globalfond, med tillegg av en andel av fondets kapital som plasseres i geografisk konsentrerte underfond i utvalgte markeder, herunder Norge og enkelte fremvoksende økonomier. Landkreditt Aksje Global er bredt eksponert og har god risikospredning gjennom underfondenes porteføljer, både geografisk, bransjemessig og på selskapsnivå. Fondet er aktivt forvaltet, det vil si at underfondene velges ut fra forvalterens egne vurderinger og analyser.

Investment horizon

  • Landkreditt Aksje Global 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 date
    31 May 2022
  • ISIN
    NO0012447129

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 0,80 %

  • 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.

  • Xtrackers MSCI USA ESG ETF 1C
    17.2%
  • Xtrackers MSCI World ESG ETF 1C
    16.4%
  • Xtrackers MSCI Europe ESG ETF 1C
    12.9%
  • Vanguard FTSE AllWld HiDivYld ETF $Dis
    11.5%
  • Landkreditt Utbytte I
    9.0%
  • Landkreditt Norden Utbytte I
    8.2%
  • Vanguard FTSE North America UCITS ETF
    7.4%
  • Xtrackers MSCI EM ESG ETF 1C
    6.6%
  • Vanguard FTSE Japan ETF $Dis
    5.7%
  • Vanguard FTSE Dev AsiaPac exJpn ETF $Dis
    2.5%