Nordea 1 - Global Sustainable Stars Equity Fund BP NOK

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • To provide shareholders with investment growth in the long term. The fund mainly invests in equities of companies from anywhere in the world. Specifically, the fund invests at least 75% of total assets in equities and equity-related securities. The fund will be exposed (through investments or cash) to other currencies than the base currency.

Investment horizon

  • Nordea 1 - Global Sustainable Stars Equity Fund BP NOK 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

    05 Jun 2025

  • Start date
    16 May 2016
  • ISIN
    LU0985320216

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 1,50 %

  • 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.

  • Microsoft Corp
    5.9%
  • NVIDIA Corp
    4.1%
  • Amazon.com Inc
    4.1%
  • Nestle SA
    2.8%
  • Apple Inc
    2.7%
  • Mastercard Inc Class A
    2.7%
  • Tencent Holdings Ltd
    2.2%
  • Alphabet Inc Class A
    2.2%
  • Colgate-Palmolive Co
    2.2%
  • Meta Platforms Inc Class A
    2.0%