All funds

Nordea 1 - Global Sustainable Stars Equity Fund BP NOK

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • The fund is a global, long only equity fund which aims to generate a sustainable outperformance of 3% p.a. compared to the MSCI World AC ? Net Return Index. The portfolio follows a bottom-up stock selection approach and invests in companies with a sustainable competitive advantage, which allows them to deliver high and stable returns. The management team aims to invest in companies exposed to change which should allow them to grow over a 5-7 year investment horizon. The fund has a strong ESG (environmental, social and governance) bias, with the aim of investing in companies with well managed ESG profiles and/or that contribute to solutions relating to global ESG challenges.
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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
  • NAV/Price

    17 Dec 2025

  • Margin rate
  • 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

Annual cost

  • Ongoing costs

    Includes management fees of 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 100%
    Interest 0%

Portfolio

Shows the fund's largest investments.

  • NVIDIA Corp
    5.7%
  • Microsoft Corp
    5.1%
  • Amazon.com Inc
    4.2%
  • Apple Inc
    4.0%
  • Alphabet Inc Class A
    3.0%
  • Tencent Holdings Ltd
    2.9%
  • Broadcom Inc
    2.8%
  • Meta Platforms Inc Class A
    2.5%
  • ASML Holding NV
    2.5%
  • Taiwan Semiconductor Manufacturing Co Ltd
    2.2%