NOEN

Equinor Aksjer Norden

Management fee

0.16%

Risk

Morningstar rating

-

Fund facts

Fund type

Equity fund

Benchmark index

VINXBCAPNOKNI

NAV

119.88 NOK (11/13/2025)

Fund assets

5,291,036,927 NOK (28/11/2025)

ISIN

NO0012855529

Start date

21/04/2023

UCITS

Ja

Currency

NOK

Country of origin

Norway

Fund company

Equinor Asset Management AS

Asset managers

Erik Fossan

Costs

Management fee

0.16%

Maximum purchase fee

1.00%

Maximum sales fee

1.00%

Minimum first purchase

1,000,000,000 NOK

Risk (SRRI)

Risk

Sharpe ratio 3 years

-

Standard deviation 3y

-

Tracking error 3y

-

Information ratio 3 years

-

Fund type

Equities

99.79%

Interest-bearing instruments

0.21%

Largest holdings

DK

Novo Nordisk AS Class B

7.73%

SE

Investor AB Class B

3.76%

SE

Nordea Bank Abp

3.58%

SE

Atlas Copco AB Class A

2.65%

DK

DSV AS

2.52%

Total: 174 holdings

Industries

Industry

31.21%

Finance

22.87%

Health Care

14.78%

Information technology

7.30%

Groceries

5.60%

99.78% of the fund's holdings analyzed

Style

Large mixed companies

28.37%

Large value Companies

25.24%

Mid-cap blend companies

15.87%

Large growth companies

14.60%

Medium growth companies

5.78%

97.86% 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.