Pareto Nordic Equity B NOK

9.76%
hittil i år

Sammenlign

Dette fondet

Tidsserie

Konsentrasjon

🌶🌶🌶

Type

Aktiv

Bærekraft

🌳🌳🌳

Beskrivelse

The investment objective of the Sub-Fund is to achieve the highest possible long-term return, relative to the risk taken by the Sub-Fund. The Sub-Fund seeks to achieve its investment objective by investing primarily in equities listed on a stock exchange or other regulated market in the Nordic region (Norway, Sweden, Denmark, Finland and Iceland) which promote environmental and/or social characteristics and which integrate sustainability into the investment process in a binding manner, while ensuring a constant direct investment into equity participations of at least 51% of the Sub-Fund’s net assets. The Sub-Fund aims to hold a diversified portfolio with no particular focus on an industrial sector or the market capitalisation of companies. The Sub-Fund is actively managed. This means that investment decisions are taken on the basis of fundamental analysis.

Avkastning

Siste 30 dager

4.84%

Siste 6 måneder

9.94%

Hittil i år

9.76%

Siste år

-2.80%

Siste 3 år (Per år)

6.28%

Pris

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Pris for fondet

1.85%

Plattformavgift

0.25%

Returprovisjon

0.80%

Totalpris
(Det du betaler årlig)

1.30%

Nøkkelinformasjon

Risiko

6 av 7

Morningstar-rating

1 av 5

Gyldig for aksjesparekonto

Ja

Tilgjengelig for pensjon

Ja

Aksjer

98.21%

Kontanter

1.80%

Selskaper med størst posisjon

  • Essity AB B Reg
    8.18%
  • Valmet Oyj
    6.42%
  • Securitas AB B
    6.20%
  • Nordic Semiconductor ASA
    6.04%
  • Novo Nordisk AS B
    4.92%
  • Konecranes Plc
    4.43%
  • Rockwool A/S B
    4.21%
  • Telenor ASA
    4.14%
  • Storebrand ASA
    4.00%
  • Multiconsult ASA Reg
    3.99%

Sektorer

  • Industri
    39.79%
  • Defensivt konsum
    18.25%
  • Helse
    14.91%
  • Teknologi
    8.25%
  • Finans
    8.11%
  • Kommunikasjon
    4.21%
  • Materialer
    3.73%
  • Forsyning
    2.75%

Regioner

  • Norden
    97.04%
  • Europa
    2.96%
  • Nord-Amerika
    0%
  • Latin-Amerika
    0%
  • Afrika/Midt-Østen
    0%
  • Asia
    0%