DNB Grønt Skifte Norge (Green Shift Norway) is an actively managed equity fund with a focus on companies that are working on solutions for different climate and environmental challenges, which are taking initiatives in the direction of the green shift.
Responsible investments that contribute to the green shift
Investing according to the EU taxonomy
On your mobile phone, you can buy DNB Grønt Skifte Norge in The Spare app
You can buy DNB Grønt Skifte Norge (Green Shift Norway) using a computer or in the Spare app
DNB Grønt Skifte Norge has environmental profile whose goal is to invest in companies in Norway with a low carbon intensity and which are contributing to the green shift. DNB Grønt Skifte Norge (Green Shift Norway) does not invest in companies with exposure to fossil fuels or companies with a high degree of greenhouse gas emissions.
The goal of this actively managed equity fund is to maximise the return on the fund’s investments in the long term, without taking more risks than necessary. The fund’s benchmark index is Oslo Stock Exchange Mutual Fund Index (OSEFX)
Investing in this fund normally gives a broad exposure across all sectors, but we normally give increased exposure to companies that are taking initiatives in the direction of the green shift. The mutual fund will typically be invested in the whole range, from small and medium-sized companies to large, established corporations.
Minimum purchase amount is NOK 100. With a savings scheme in mutual funds, your savings happen automatically every month.
Price example: For an amount of NOK 100,000 invested, the platform fee will be NOK 300 and ongoing costs will amount to NOK 850 over the course of one year. A total of NOK 1150 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.
The mutual fund’s management promotes environmental and social factors, in accordance with article 8 in SFDR.
SFDR is the regulation in the EU action plan for sustainable finance. SFDR ensures that financial institutions publish their financial products’ investment strategy, investment objectives and actual investments.
Sustainable investment under SFDR is an investment in an economic activity that contributes to reaching an environmental goal or a social goal, and which does not cause material damage to any of these goals. An additional requirement is that the businesses invested in follow good management practices. ESG is also important in SFDR.
Examples of environmental goals:
Examples of social goals:
Find out which type of investment is right for you. Our advisers will do a review of your overall finances and what you want to get from your savings.
The Spare app brings all your savings together in one place and gives you a full overview of your investments.
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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Invests mainly in companies that pay dividends
Invests in companies that are relevant to the overall defence system
Invests in companies involved in the nuclear sector
Invests in small and medium-sized companies in advanced economies (IMF)
Invests in companies that operate in pioneering technologies
Invests in smaller, publicly-listed Nordic companies
Invests mainly in Nordic securities on the Oslo Stock Exchange
Invests in small and medium-sized businesses, mainly in Norway
Invests in vaccines, medicines and diagnostics
Equity fund that invests in healthcare companies globally
Invests in the financial sector and other related businesses
Invests in developing markets across the world
Normal breadth of exposure across regions and sectors
Broad exposure to the digital companies in the world
Invests in companies listed on stock exchanges in developing economies