Risiko
The fund will invest in companies globally which has solutions to the UN's sustainability goals and thus contributes to the transition to a more sustainable society. The fund has an active investment strategy and significant deviations from the benchmark index must be expected. The fund seeks to identify the sectors and the topics that will provide the best exposure to high growth and profitability by addressing some of the UN’s sustainability goals, as well as to identify the best investment opportunities within these themes. The fund uses a quantitative screening where emphasis is placed on factors such as historical and future revenue growth, return on capital employed, stability in growth and profitability, and cash flow generation and valuation multiples. .
SFDR bærekraftsmål
Artikkel 9
Morningstar-globus
🌐
🌐
🌐
🌐
🌐
Karbonrisiko
Lav
10 største eierandeler
Alfen NV
9,0%
BYD Co Ltd Class H
7,8%
Kyudenko Corp
7,1%
WESCO International Inc
4,8%
Rexel SA
4,7%
Midea Group Co Ltd Ordinary Shares - Class H
4,7%
Alphabet Inc Class A
4,6%
Shinnihon Corp
4,6%
Grems Inc
4,5%
Kangji Medical Holdings Ltd Ordinary Shares
4,1%
Industri
33,8%
Syklisk konsum
21,6%
Teknologi
19,9%
Helse
12,3%
Kommunikasjon
4,9%
Forsyning
4,8%
Finans
2,7%
Asia
55,6%
Europa
29,5%
Nord-Amerika
14,9%
Med rebalansering
Uten rebalansering
Aksjesparekonto
Bedriftskonto
IPS
Pensjon
Avkastning pr. 17.09
Siste måned:
0,5%
Siste 6 måneder:
11,5%
Hittil i år:
17,0%
Siste år:
20,8%
Siste 3 år (per år):
19,0%
Siste 5 år (per år):
-
Morningstar-rating:
4
ISIN:
NO0010907959
Forvaltningskapital:
232 156 523 kr
Kategori:
Global, Fleksibel kapitalisering
NAV/Kurs (17.09.2025):
1 824 kr
Aksjer:
95,3%
Kontanter:
4,7%
Obligasjoner:
0,0%
Annet:
0,0%
Startdato:
15.12.2020