Storebrand Kort Kreditt IG N
Bond fund
1 year
No data to display ...
Largest region
Low
Risk
Cost
Morningstar
No
Sustainability
Development
Last 5 years
Description
- Storebrand Kort Kreditt IG er et fossilfritt rentefond som har som mål å oppnå langsiktig meravkastning utover fondets referanseindeks. Fondet er aktivt forvaltet og investerer hovedsakelig i norske rentepapirer med lav renterisiko og moderat kredittrisiko. Inntil 10 prosent av porteføljen kan investeres i ansvarlig lånekapital utstedt av finansinstitusjoner. Laveste tillatte kredittkvalitet for en enkelt investering er BBB- på investeringstidspunktet. Enkelte av fondets investeringer kan periodevis ha lav omsettelighet, noe som kan gi økt risiko for kursfall. For å redusere risiko, fordeles investeringene på mange utstedere. Gjennomsnittlig rentebinding vil være inntil 12 måneder. Forvalter forsøker å velge de mest attraktive verdipapirene basert på egne analyser.
Investment horizon
- Storebrand Kort Kreditt IG N is a Bond fund. This mutual fund type is suitable for those who plan to save for at least 2 - 3 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
11 Jun 2025
- Start date27 Aug 2020
- ISINNO0010817984
Risk
- Low (2 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
- SustainabilityNo
Costs
- Ongoing costs
Includes management fees of 0,15 %
- 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 0%Interest 100%
Portfolio
Shows the fund's largest investments.
- Entra ASA 4.57%2.3%
- Brage Finans As 5.16%1.9%
- Norsk Hydro ASA 7.91%1.9%
- Rikshem AB 6.03%1.8%
- SalMar ASA 5.96%1.8%
- Atrium Ljungberg AB 5.62%1.7%
- SpareBank 1 Ostlandet 6.44%1.6%
- Norwegian Property ASA 5.91%1.5%
- Agder Energi AS 5.16%1.4%
- Eviny AS 5.11%1.4%