Nordea 1 - Global Sustainable Stars Equity Fund BP NOK

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • The fund is a global, long only equity fund which aims to generate a sustainable outperformance of 3% p.a. compared to the MSCI World AC – Net Return Index. The portfolio follows a bottom-up stock selection approach and invests in companies with a sustain

Investment horizon

  • Nordea 1 - Global Sustainable Stars Equity Fund BP NOK 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

    13 Sept 2026

  • Margin rate
  • Start date
    16 May 2016
  • ISIN
    LU0985320216

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 1,50 %

  • Platform fee
  • Kickback fee
  • Annual running costs

Other costs

  • Performance-based fee
  • Transaction costs
  • Costs for any currency exchanges are not included.

Allocation

  • Stocks 100%
    Interest 0%

Portfolio

Shows the fund's largest investments.

  • NVIDIA Corp
    6.5%
  • Microsoft Corp
    4.5%
  • Amazon.com Inc
    4.1%
  • Taiwan Semiconductor Manufacturing Co Ltd
    3.6%
  • Alphabet Inc Class A
    2.9%
  • Apple Inc
    2.9%
  • Samsung Electronics Co Ltd
    2.7%
  • Meta Platforms Inc Class A
    2.6%
  • Broadcom Inc
    2.5%
  • AbbVie Inc
    2.4%
Nordea 1 - Global Sustainable Stars Equity Fund BP NOK - Buy mutual fund - DNB