Nordea 1 - Nordic Sustainable Stars Equity Fund BP NOK
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- Fondet investerer i nordiske aksjer og vil bestå av opp til 50 aksjer. Det vil være en blanding av små, middelstore og store selskaper. Fondet forvaltes ut i fra en grunnleggende aksjeprosess, utviklet av et team av erfarne analytikere og porteføljeforvaltere i Nordea. Fondet er en del av Nordeas Star konsept, som betyr sterk fokus på selskapenes miljømessige og sosiale forhold, samt styresett. Nordeas RII team gjør analysen av selskapene og har en nær kontakt til porteføljeforvalterne.
Investment horizon
- Nordea 1 - Nordic 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 date18 Aug 2014
- ISINLU1079988025
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
- SustainabilityPartial
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 98%Interest 2%
Portfolio
Shows the fund's largest investments.
- Novo Nordisk AS Class B7.5%
- Sampo Oyj Class A7.0%
- Novonesis (Novozymes) B Class B6.3%
- Atlas Copco AB Class A6.1%
- Tryg AS5.8%
- Spotify Technology SA5.7%
- DSV AS4.8%
- Gjensidige Forsikring ASA4.8%
- Epiroc AB Ordinary Shares - Class A4.6%
- Nordea Bank Abp4.3%