All funds

Storebrand Norge N

Equity fund

1 year

Region

Europe

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Storebrand Norge er et aksjefond som har som mål å oppnå langsiktig meravkastning hovedsakelig ved å investere i norske aksjer. Fondet er stilnøytralt, har en diversifisert sektorsammensetning, og inneholder normalt 30-40 store, mellomstore og små selskaper. Fondets investeringer er basert på en grundig fundamentalanalyse, som blant annet innebærer vurdering av nøkkeltall, selskapets virksomhet, ledelse, framtidsutsikter og markedsposisjon. Fondet har UCITS-status, og referanseindeks er Oslo Børs Fondsindeks (OSEFX). Fondet forvaltes i tråd med Storebrands prinsipper for bærekraftige investeringer. For mer informasjon, se fondets prospekt.
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Investment horizon

  • Storebrand Norge 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 date
    17 Nov 2020
  • ISIN
    NO0010849169

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 1,00 %

  • 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 95%
    Interest 5%

Portfolio

Shows the fund's largest investments.

  • Telenor ASA
    8.4%
  • Norsk Hydro ASA
    6.3%
  • SpareBank 1 Sor Norge ASA
    5.8%
  • Aker ASA Class A
    5.7%
  • Kongsberg Gruppen ASA
    5.0%
  • Subsea 7 SA
    4.8%
  • Yara International ASA
    4.8%
  • Vend Marketplaces ASA Class B
    4.7%
  • Gjensidige Forsikring ASA
    4.5%
  • SalMar ASA
    3.5%