Storebrand Global Optimised N
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Storebrand Global ESG er et globalt aksjefond som søker å skape langsiktig verdistigning gjennom en modellbasert portefølje av aksjer fra utviklede markeder. Fondet forvaltes systematisk og søker å gjenskape referanseindeksens avkastning og risiko, så nært som mulig, samtidig som et utvidet bærekraftsfokus anvendes. Et utvidet bærekraftsfokus oppnås ved å investere i selskaper med høy bærekraftsrating, og unngå de med lav rating.
Investment horizon
- Storebrand Global Optimised 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
11 Jun 2025
- Start date27 Aug 2020
- ISINNO0010817620
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
Costs
- Ongoing costs
Includes management fees of 0,30 %
- 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 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp4.7%
- Microsoft Corp4.5%
- Apple Inc4.0%
- Amazon.com Inc2.5%
- Meta Platforms Inc Class A1.9%
- Visa Inc Class A1.6%
- Tesla Inc1.6%
- Broadcom Inc1.5%
- Alphabet Inc Class A1.3%
- Alphabet Inc Class C1.2%