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The fund aims to achieve capital growth for the investor's assets by diversifying the assets in accordance with the Finnish Act on Common Funds and the rules of the fund and by managing the assets actively. The fund is managed by a Global Diversified Equities investment process using stock selection and asset allocation across industries. Fund’s approach to securities selection is aimed at identifying companies and equities with a healthy balance sheet and a good dividend-paying ability. The fund invests globally primarily in the equities and equity-related securities, such as depositary receipts, listed on the major stock exchanges of the developed markets. The proportion of the US equities of the investments is usually high.
10 største eierandeler
AbbVie Inc
3,0%
McKesson Corp
2,8%
Taiwan Semiconductor Manufacturing Co Ltd
2,4%
Deutsche Telekom AG
2,0%
The Hartford Insurance Group Inc
2,0%
PepsiCo Inc
1,9%
Johnson & Johnson
1,7%
Public Service Enterprise Group Inc
1,6%
KLA Corp
1,6%
Loblaw Companies Ltd
1,6%
Finans
20,1%
Helse
17,1%
Defensivt konsum
16,3%
Teknologi
14,3%
Industri
8,9%
Forsyning
7,4%
Syklisk konsum
6,4%
Kommunikasjon
5,0%
Materialer
3,7%
Eiendom
0,9%
Nord-Amerika
54,0%
Europa
27,7%
Asia
18,3%
Tilgjengelig på kontotype
Med rebalansering
Uten rebalansering
Aksjesparekonto
Bedriftskonto
IPS
Pensjon
Avkastning pr. 09.05
Siste måned:
6,9%
Siste 6 måneder:
−2,1%
Hittil i år:
−2,0%
Siste år:
6,8%
Siste 3 år (per år):
12,3%
Siste 5 år (per år):
12,9%
Morningstar-rating:
-
ISIN:
FI4000064084
Forvaltningskapital:
38 317 407 571 kr
Kategori:
-
NAV/Kurs (09.05.2025):
340 kr
Aksjer:
98,4%
Kontanter:
1,6%
Obligasjoner:
0,0%
Annet:
0,0%
Startdato:
17.12.2012