PLUSS Markedsverdi N (Fondsforvaltning)
Equity fund
1 year
Europe
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- PLUSS Markedsverdi er et aktivt forvaltet norsk aksjefond konsentrert rundt de toneangivende selskapene notert på Oslo Børs. Fondet har en fleksibel investeringsstrategi og investerer fritt med hensyn til bransjer og selskaper innenfor de begrensninger som er gitt av fondets vedtekter og øvrige plasseringsrammer. Fondet fokuserer på utvelgelsen av enkeltaksjer, og målsettingen er å gjøre det bedre enn Oslo Børs Fondsindeks (OSEFX). PLUSS Markedsverdi er et UCITS-fond og kan ikke investere i derivater.
Investment horizon
- PLUSS Markedsverdi N (Fondsforvaltning) 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
11 May 2026
- Margin rate
- Start date10 Feb 2025
- ISINNO0013230417
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 0,90 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 96%Interest 4%
Portfolio
Shows the fund's largest investments.
- Aker BP ASA7.5%
- Mowi ASA7.4%
- Equinor ASA6.2%
- Vend Marketplaces ASA Ordinary Shares5.8%
- Yara International ASA5.1%
- Subsea 7 SA5.0%
- SalMar ASA4.9%
- Norsk Hydro ASA4.6%
- Storebrand ASA4.4%
- DNB Bank ASA4.1%