NOEN

Equinor Aksjer Europa

Management fee

0.15%

Risk

Morningstar rating

Morningstar Rating är 4 av 5 stjärnor

Fund facts

Fund type

Equity fund

Benchmark index

MSCI EUROPE NR NOK

NAV

249.71 NOK (9/18/2025)

Fund assets

9,087 MNOK (30/09/2025)

ISIN

NO0010759871

Start date

01/09/2016

UCITS

Ja

Currency

NOK

Country of origin

Norway

Fund company

Equinor Asset Management AS

Asset managers

Torbjørn Sønneland Håland

Costs

Management fee

0.15%

Maximum purchase fee

1.00%

Maximum sales fee

1.00%

Minimum first purchase

1,000 MNOK

Risk (SRRI)

Risk

Sustainability risk

18.82

Sharpe ratio 3 years

1.21

Standard deviation 3y

11.56%

Tracking error 3y

1.12%

Information ratio 3 years

-0.13

Fund type

Equities

99.40%

Other

0.45%

Interest-bearing instruments

0.15%

Largest holdings

NL

ASML Holding NV

2.57%

DE

SAP SE

2.25%

GB

AstraZeneca PLC

2.19%

CH

Roche Holding AG

2.09%

CH

Nestle SA

2.01%

Total: 359 holdings

Industries

Finance

22.59%

Industry

18.12%

Health Care

15.01%

Groceries

9.71%

Information technology

8.24%

99.22% of the fund's holdings analyzed

Style

Large mixed companies

40.08%

Large value Companies

26.97%

Large growth companies

23.01%

Mid-cap blend companies

4.56%

Medium growth companies

2.83%

98.97% 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.