All funds

FIRST Impact

Equity fund

1 year

Globe

Asia

Largest region

Medium

Risk

Annual costs

Morningstar

 

Yes 

Sustainability

Development

Last 5 years

Details

  • The fund will invest in companies globally which has solutions to the UN's sustainability goals and thus contributes to the transition to a more sustainable society. The fund has an active investment strategy and significant deviations from the benchmark index must be expected. The fund seeks to identify the sectors and the topics that will provide the best exposure to high growth and profitability by addressing some of the UN’s sustainability goals, as well as to identify the best investment opportunities within these themes. The fund uses a quantitative screening where emphasis is placed on factors such as historical and future revenue growth, return on capital employed, stability in growth and profitability, and cash flow generation and valuation multiples. .
    Read more

Investment horizon

  • FIRST Impact 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

    10 Dec 2025

  • Margin rate
  • Start date
    14 Dec 2020
  • ISIN
    NO0010907959

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 1,25 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 98%
    Interest 2%

Portfolio

Shows the fund's largest investments.

  • BYD Co Ltd Class H
    7.7%
  • Alfen NV
    7.4%
  • Kraftia Corp
    7.3%
  • Midea Group Co Ltd Ordinary Shares - Class H
    5.9%
  • Alphabet Inc Class A
    5.0%
  • Xinyi Solar Holdings Ltd
    4.8%
  • Grems Inc
    4.7%
  • Rexel SA
    4.6%
  • Alibaba Group Holding Ltd ADR
    4.5%
  • WESCO International Inc
    4.5%