All funds

SpareBank 1 Utbytte N

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • SpareBank 1 Utbytte er et aktivt forvaltet aksjefond som ble opprettet i 2013. Fondet er investert i utvalgte norske og internasjonale selskaper som gir utbytter. Vi velger selskaper med virkelige verdier, som var her i går, er her i dag, og er godt posisjonert for fremtiden. Fondet passer for deg som ønsker å ta del i verdiskapningen som kommer fra det globale aksjemarkedet.
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Investment horizon

  • SpareBank 1 Utbytte N 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

    27 Aug 2025

  • Start date
    30 May 2021
  • ISIN
    NO0010921323

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

Costs

  • Ongoing costs

    Includes management fees of 0,75 %

  • Platform fee
  • Kickback fee
  • Annual running costs
  • Performance-based fee

  • Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.

Allocation

  • Stocks 97%
    Interest 3%

Portfolio

Shows the fund's largest investments.

  • Equinor ASA
    7.0%
  • Aker ASA Class A
    5.6%
  • Investor AB Class B
    4.6%
  • Yara International ASA
    4.1%
  • Europris ASA
    4.0%
  • Iberdrola SA
    3.7%
  • Sampo Oyj Class A
    3.7%
  • AXA SA
    3.6%
  • SpareBank 1 Sor Norge ASA
    3.6%
  • Telenor ASA
    3.6%