FORTE Strategisk A
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
Details
Investment horizon
- FORTE Strategisk 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
08 Feb 2026
- Margin rate
- Start date06 Jun 2021
- ISINSE0025159171
Risk
- Medium (3 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
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 0,95 %
- 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.
- DNB USA Indeks A14.1%
- DNB Europa Indeks A11.2%
- KLP AksjeGlobal Indeks N-108.0%
- Storebrand Indeks - Nye Markeder N8.0%
- DNB Global Indeks A6.9%
- KLP AksjeUSA Indeks N-106.7%
- KLP AksjeGlobal Small Cap Indeks N6.2%
- iShares Global Govt Bond ETF USD Acc5.6%
- KLP AksjeAsia Indeks N-104.8%
- Storebrand Global Indeks N4.5%