All funds

Sbanken Framgang Sammen

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Skandiabanken Framgang sammen er et tilføringsfond, hvor minst 85 % av fondets midler investeres i Alfred Berg Norge (mottakerfondet). Øvrige midler i fondet plasseres i likvide midler eller finansielle derivater for sikringsformål. Fondet er gjennom investering i mottakerfondet Alfred Berg Norge eksponert mot norske aksjer. Mottakerfondet Alfred Berg Norge investerer hovedsakelig i norske aksjer, og forsøker å skape meravkastning ved å ta aktive bransje- og selskapsvalg. Investeringsfilosofien er stiluavhengig, og forvalterne fokuserer på både fundamental- og sentimentanalyse for å identifisere gode investeringer. Fondets referanseindeks er Oslo Børs Mutual Fund Index (OSEFX).
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Investment horizon

  • Sbanken Framgang Sammen 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
  • Price/NAV

    17 Sept 2025

  • Start date
    14 Jan 2016
  • ISIN
    NO0010754146

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 1,20 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Alfred Berg Norge R (NOK)
    99.8%