NOEN

Equinor Aksjer Norge

Management fee

0.17%

Risk

Morningstar rating

Morningstar Rating är 2 av 5 stjärnor

Fund facts

Fund type

Equity fund

Benchmark index

OSE Oslo Børs Mutual Fund TR NOK

NAV

272.47 NOK (9/18/2025)

Fund assets

7,587 MNOK (30/09/2025)

ISIN

NO0010759863

Start date

01/06/2016

UCITS

Ja

Currency

NOK

Country of origin

Norway

Fund company

Equinor Asset Management AS

Asset managers

Truls Kolsrud Engene

Costs

Management fee

0.17%

Maximum purchase fee

1.00%

Maximum sales fee

1.00%

Minimum first purchase

1,000 MNOK

Risk (SRRI)

Risk

Sustainability risk

22.17

Sharpe ratio 3 years

0.65

Standard deviation 3y

11.87%

Tracking error 3y

2.49%

Information ratio 3 years

0.76

Fund type

Equities

99.93%

Interest-bearing instruments

0.07%

Largest holdings

NO

DNB Bank ASA

8.35%

NO

Equinor ASA

7.97%

NO

Kongsberg Gruppen ASA

7.28%

NO

Telenor ASA

5.27%

NO

Mowi ASA

5.03%

Total: 70 holdings

Industries

Energy

19.51%

Industry

19.37%

Finance

17.92%

Groceries

14.55%

Materials

9.72%

99.93% of the fund's holdings analyzed

Style

Mid-cap value companies

22.58%

Large value Companies

22.16%

Mid-cap blend companies

18.38%

Small mixed companies

13.17%

Medium growth companies

10.31%

97.43% of the fund's holdings analyzed

Our approach to responsible investing

We set clear expectations to the companies we invest in. Although we only own a tiny fraction of the companies we invest in, we want to promote long-term value creation and reduce negative effects on the environment and society through voting. We have also chosen to exclude certain companies from our investment universe, either based on products or conduct.

Disclaimer

Historical returns are no guarantee of future returns. Future returns will depend, among other things, on market developments, the manager's skill, the fund's risk profile, and management costs. Returns may be negative as a result of capital losses.