All funds

FORTE Norge A

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

No 

Sustainability

Development

Last 5 years
( ann.)

Details

Investment horizon

  • FORTE Norge A 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
    24 Aug 2025
  • ISIN
    SE0025158967

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 1,20 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs

  • Costs for any currency exchanges are not included.

Allocation

  • No data

Portfolio

Shows the fund's largest investments.

  • Equinor ASA
    8.3%
  • DNB Bank ASA
    8.1%
  • Telenor ASA
    7.1%
  • Kongsberg Gruppen ASA
    6.2%
  • Orkla ASA
    6.0%
  • Mowi ASA
    4.5%
  • SpareBank 1 Sor Norge ASA
    4.1%
  • Aker BP ASA
    4.0%
  • Bakkafrost P/F
    3.6%
  • Storebrand ASA
    3.6%