PLUSS USA Aksje N (Fondsforvaltning)
Equity fund
1 year
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.
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
15 Apr 2026
- Margin rate
- Start date28 Nov 2024
- ISINNO0013230458
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
- 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 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- Alphabet Inc Class A8.7%
- NVIDIA Corp8.1%
- Apple Inc7.0%
- Microsoft Corp6.8%
- Amazon.com Inc5.2%
- Berkshire Hathaway Inc Class B4.2%
- Micron Technology Inc3.5%
- JPMorgan Chase & Co3.4%
- Meta Platforms Inc Class A3.4%
- The Goldman Sachs Group Inc3.0%