DNB Global Marked Valutasikret is an index-tracking equity fund that invests through the DNB Global Index fund, but protects fund’s currency exposure.
Currency hedging
Invests in companies listed on stock exchanges and regulated markets in developing economies
On your mobile phone, you buy DNB Global Marked Valutasikret in The Spare app
You can buy DNB Global Marked Valutasikret in the online bank or in the Spare app.
DNB Global Marked Valutasikret invests through the fund DNB Global Indeks , but hedges the currency exposure of the fund.
The fund is an index-tracking equity fund that mainly invests in companies listed on stock exchanges and regulated markets in developed economies.
Minimum purchase amount is NOK 100. With a savings scheme in mutual funds, your savings happen automatically every month.
Companies that do not satisfy DNB’s guidelines for responsible investments will be kept outside the fund’s investment area. The goal of the fund is to produce a return approximately equal to the reference index before costs.
Are you afraid that the NOK exchange rate will affect your investment? Currency hedging is an insurance against exchange rate changes affecting your investment.
By investing in a currency hedged fund, you will not be exposed to currency fluctuations. You only get returns in local currency. Changes to exchange rates therefore do not affect the return on the mutual fund.
The vast majority of international equity funds are not currency hedged.
Price example: For an amount of NOK 100,000 invested, the platform fee will amount to NOK 100 and the ongoing costs will amount to NOK 120 over the course of one year. A total of NOK 220 per year.
Any transaction costs to the Portfolio Manager are not included in the cost overview. These are given under cost details on the summary page before you buy the mutual fund.
Passive management (index-based management) involves the mutual fund’s investments following a specific reference index. Since the index fund, among other things, does not have managers trying to generate better returns than the index, the costs are lower than for actively managed funds.
Equity funds are suitable for people who want to save for more than six years and who can tolerate volatility in value in the meantime.
In the savings app Spare, you can easily buy new mutual funds and monitor their development.
Historical returns are no guarantee of future returns. Future returns will depend, among other things, on market developments, the skill of the Portfolio Manager, the mutual fund’s risk, and the management costs. Returns may be negative as a result of mark-to-market losses.
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