FIRST High Yield
Bond fund
1 year
Europe
Largest region
Low
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- Fondet er et obligasjonsfond, og skal i hovedsak investere i obligasjoner notert på Oslo Børs. De fleste obligasjonene vil ha høy kredittrisiko (”High Yield”), det vil si at de har lavere kredittrating enn BBB-. Obligasjoner i denne kategorien kjennetegnes ved høy avkastning, men også høyere misligholdsrisiko enn obligasjoner med lav risiko. For å redusere risikoen knyttet til mislighold vil investeringene fordeles på flere utstedere.
Investment horizon
- FIRST High Yield is a Bond fund. This mutual fund type is suitable for those who plan to save for at least 2 - 3 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- NAV/Price
10 Sept 2026
- Margin rate
- Start date16 Mar 2011
- ISINNO0010602188
Risk
- Low (2 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 0,85 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 1%Interest 99%
Portfolio
Shows the fund's largest investments.
- Foxway Holding AB 0.09378%3.0%
- Bevest ASA 0.1229%2.9%
- Ocean Yield AS 0.0739%2.9%
- DNO ASA 0.1075%2.6%
- Hospitality Invest AS 0.096%2.4%
- Verve Group Media SE 0.06317%2.3%
- Color Group Asa 0.0853%2.3%
- KEYTO Group AB 0.07473%2.2%
- NOBA Bank Group AB (publ) 0.0573%2.2%
- Axactor ASA 0.1286%2.2%