All funds

Nordea Norge Verdi A Acc

Equity fund

1 year

Globe

Europe

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Details

  • Fondets investeringsmål er å gi investorer langsiktig verdivekst. Fondet er et aktivt forvaltet aksjefond med fokus på norske selskaper. Mer spesifikt investerer Fondet hovedsakelig i aksjer og aksjerelaterte verdipapirer utstedt av selskaper som er notert i, hjemmehørende i eller driver det meste av virksomheten i Norge. Investeringene gjøres med et spesielt fokus på selskaper som genererer en stabil utvikling av resultater, utbytte, kontantstrøm eller lignende. Fondet kan bli eksponert (gjennom investeringer eller kontanter) mot andre valutaer enn basisvalutaen.
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Investment horizon

  • Nordea Norge Verdi A Acc 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
  • Margin rate
  • Start date
  • ISIN
    FI4000565973

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

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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Mowi ASA
    7.9%
  • Wilh. Wilhelmsen Holding ASA Class B
    6.2%
  • Equinor ASA
    5.0%
  • Wilh. Wilhelmsen Holding ASA Class A
    4.1%
  • Capital Tankers Corp
    3.9%