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The Compartment’s objective is to outperform global equity markets over a long term period (minimum of five years) by investing in shares of companies which either establish or benefit - fully or partly - from disruptive business models. The investment strategy of the Compartment aims to select Companies’ securities which are game changers, i.e. innovative companies which create a new market (new products, services, solutions, distribution channels…) that can challenge and finally overtake existing business models. Securities benefit from structural changes related to disruption, in all countries, including emerging markets. Disruption might also occur in all economic sectors, for example, healthcare, internet economy, technology, industrials, environment, financials.
10 største eierandeler
NVIDIA Corp
5,3%
Amazon.com Inc
4,9%
Alphabet Inc Class A
4,1%
Microsoft Corp
4,0%
Mastercard Inc Class A
2,9%
Nutanix Inc Class A
2,7%
Oracle Corp
2,7%
Hitachi Ltd
2,6%
Schneider Electric SE
2,6%
Boston Scientific Corp
2,5%
Teknologi
46,4%
Helse
15,9%
Industri
12,3%
Syklisk konsum
12,0%
Finans
4,9%
Kommunikasjon
4,1%
Eiendom
2,3%
Forsyning
2,1%
Nord-Amerika
78,1%
Asia
11,2%
Europa
10,7%
Tilgjengelig på kontotype
Med rebalansering
Uten rebalansering
Aksjesparekonto
Bedriftskonto
IPS
Pensjon
Avkastning pr. 06.05
Siste måned:
10,8%
Siste 6 måneder:
−14,0%
Hittil i år:
−15,7%
Siste år:
−1,7%
Siste 3 år (per år):
10,1%
Siste 5 år (per år):
6,5%
Morningstar-rating:
-
ISIN:
LU1530899142
Forvaltningskapital:
35 941 002 990 kr
Kategori:
-
NAV/Kurs (06.05.2025):
21 644 kr
Aksjer:
96,5%
Kontanter:
3,3%
Obligasjoner:
0,3%
Annet:
0,0%
Startdato:
22.12.2016