Alfred Berg Indeks I (NOK)

Fond informasjon

ISIN
NO0010242233
Valuta
NOK
SFDR
Kategori
Aksjefond
Risiko
6
Startdato
2004-09-30
NAV
897.95

Avkastning

1 dag
-0.67%
1 uke
-2.06%
YTD
20.58%
1 måned
4.72%
3 måneder
17.55%
6 måneder
24.62%
12 måneder
41.48%
3 år
18.22%
5 år
13.71%
10 år
13.12%

Kostnader

Forvaltningshonorar
0.09%
Ongoing kostnad
0.22%
Transaksjonskostnad
0.02%
Innslagskostnad
0.00%

Investeringsstrategi

The fund is an index fund only allowed to invest in companies that form the benchmark index. The fund has a broadly diversified portfolio. The risk profile will be almost identical to benchmark, and the portfolio is passively managed.

Forvaltere

Janne Kvernland
Janne Kvernland is a portfolio manager in the Norwegian equity team. Kvernland has 20 years of experience in the Norwegian financial industry, 16 of which as a stock analyst. Most recently in Nordea as an offshore analyst. She has previously been at Sparebank 1 Markets and Handelsbanken Capital Markets with coverage of industries such as offshore, farming, media, cruises and trade. Among other things, she has been voted by Norwegian institutional investors as the best analyst in her industry and has high rankings from Prospera, Kapital and Thomson Reuters. And currently sits on the board of the association for finance subjects. Kvernland has a Master's Degree in Finance and is an authorized financial analyst from NHH.
Leif ERIKSROD
Petter Tusvik
Petter Tusvik is Senior Portfolio Manager. He has more than 30 years of experience in the Norwegian financial market. Prior to joining Alfred Berg, Petter managed equity and fixed-income funds for Oslo Fondforvaltning and DNB. Educated from the Oslo Bank Academy.

Prospekt

Faktablad

Ansvarlige investeringer

Ansvarlige investeringer

SFDR Alfred Berg Indeks

Alfred Berg Indeks I (NOK)

The fund is an index fund only allowed to invest in companies that form the benchmark index. The fund has a broadly diversified portfolio. The risk profile will be almost identical to benchmark, and the portfolio is passively managed.

Fonden tillämpar swing pricing, för mer information om hur fonden använder swing pricing, se fondens prospekt. Swingfaktorn utvärderas kvartalsvis och vid extraordinära händelser på marknaderna.