All funds

PLUSS USA Aksje N (Fondsforvaltning)

Equity fund

1 year

Globe

USA

Largest region

High

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • PLUSS USA Aksje er et aktivt forvaltet aksjefond rettet mot toneangivende selskaper notert i USA med ledende markedsposisjoner, og da primært innenfor IT-relaterte, stabilt konsum, farmasi og finans. Porteføljen er tilsvarende mindre eksponert mot de antatt mer sykliske og konjunkturutsatte sektorene. Se for øvrig eksklusjonene som følger av våre generelle retningslinjer om ansvarlige og bærekraftige investeringer. PLUSS USA Aksje er et UCITS-fond og kan ikke investere i derivater. Fondet er ikke valutasikret.
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Investment horizon

  • PLUSS USA Aksje 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
  • Margin rate
  • Start date
  • ISIN
    NO0013230458

Risk

  • High (5 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 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 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • NVIDIA Corp
    8.6%
  • Microsoft Corp
    8.4%
  • Apple Inc
    7.6%
  • Alphabet Inc Class A
    7.6%
  • Amazon.com Inc
    5.4%
PLUSS USA Aksje N (Fondsforvaltning) - Buy mutual fund - DNB