Storebrand Norge Horisont N

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • Storebrand Norge Fossilfri (tidligere Storebrand Norge Pluss) har som mål å oppnå langsiktig meravkastning hovedsakelig ved å investere i aksjer på notert på Oslo Børs. Fondet er stilnøytralt og har en diversifisert sektorsammensetning, men utelukker investeringer i energisektoren. Fondet avstår dermed fra å investere i selskaper som har sin hovedvirksomhet knyttet til olje– og gassutvinning og annen relatert virksomhet. Fondet er UCITS.

Investment horizon

  • Storebrand Norge Horisont 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
  • NAV/Price

    17 Dec 2025

  • Margin rate
  • Start date
    17 Nov 2020
  • ISIN
    NO0010817786

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 1,00 %

  • 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.

  • DNB Bank ASA
    8.5%
  • Telenor ASA
    7.0%
  • Mowi ASA
    5.7%
  • Vend Marketplaces ASA Ordinary Shares
    4.8%
  • Orkla ASA
    4.7%
  • Gjensidige Forsikring ASA
    4.7%
  • Storebrand ASA
    4.6%
  • Norsk Hydro ASA
    3.4%
  • Borregaard ASA
    3.4%
  • SalMar ASA
    3.3%