FIRST Impact

Risiko

Bærekraft

- (ingen info)

Informasjon om fondet

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. .

Fordeling

Selskap

10 største eierandeler

BYD Co Ltd Class H

8,4%

Alfen NV

6,8%

Rexel SA

6,5%

WESCO International Inc

6,3%

Digital Arts Inc

5,1%

Gremz Inc

5,0%

Kyudenko Corp

4,8%

Midea Group Co Ltd Ordinary Shares - Class H

4,2%

Alphabet Inc Class A

4,1%

Shoals Technologies Group Inc Ordinary Shares - Class A

4,0%

Sektor

Industri

30,2%

Teknologi

27,7%

Syklisk konsum

23,7%

Helse

9,1%

Forsyning

5,1%

Kommunikasjon

4,1%

Region

Asia

55,6%

Europa

25,9%

Nord-Amerika

18,5%

Tilgjengelig på kontotype

Aksjesparekonto

Bedriftskonto

IPS

Pensjon

Detaljer

Pris

Avkastning

Avkastning pr. 07.05

Siste måned:

11,1%

Siste 6 måneder:

1,7%

Hittil i år:

3,0%

Siste år:

6,8%

Siste 3 år (per år):

17,3%

Siste 5 år (per år):

-

Nøkkelinfo

Morningstar-rating:

-

ISIN:

NO0010907959

Forvaltningskapital:

219 530 809 kr

Kategori:

-

NAV/Kurs (07.05.2025):

1 606 kr

Aksjer:

98,6%

Kontanter:

1,4%

Obligasjoner:

0,0%

Annet:

0,0%

Startdato:

15.12.2020