Pareto Nordic Equity B NOK
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 Reg8.18%
- Valmet Oyj6.42%
- Securitas AB B6.20%
- Nordic Semiconductor ASA6.04%
- Novo Nordisk AS B4.92%
- Konecranes Plc4.43%
- Rockwool A/S B4.21%
- Telenor ASA4.14%
- Storebrand ASA4.00%
- Multiconsult ASA Reg3.99%
Sektorer
- Industri39.79%
- Defensivt konsum18.25%
- Helse14.91%
- Teknologi8.25%
- Finans8.11%
- Kommunikasjon4.21%
- Materialer3.73%
- Forsyning2.75%
Regioner
- Norden97.04%
- Europa2.96%
- Nord-Amerika0%
- Latin-Amerika0%
- Afrika/Midt-Østen0%
- Asia0%