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Give a mutual fund as a gift

How about giving a gift that can grow in value? A mutual fund is a gift that suits any occasion

Gave
  • You’ll get a digital gift card in the online bank

  • The minimum amount for a mutual fund gift is NOK 100

  • Select a one-off amount or monthly savings

In order to give a gift to a mutual fund, the recipient must be a customer of DNB. You need to log in with a computer or use the full version via a mobile phone.

Give a mutual funds as a gift

You can give a gift of funds in the form of monthly savings and lump sums for birthdays, confirmations, baptisms and weddings. A mutual fund is a gift that can grow in value and can be withdrawn when a person wants it. If the person who is to receive a mutual fund as a gift is under 18 years of age, it is important that the person is a customer at the bank.

When buying a mutual fund as a gift, the recipient will get a general mutual fund account, not a Aksjesparekonto. Customers under the age of 18 will not be charged a platform fee, and will thus have a lower fund cost. The minimum required savings is only NOK 100.

Party table

Gift funds directly to a share savings account

Do you want to transfer money directly to a share savings account and let the recipient choose a fund themselves? This solution is great for people who don’t know which funds to choose.

The gift is easily transferred to the share savings account’s trading account, in the same way as a regular transfer. The account number of the trading account finds the recipient in the Spare, mobile banking app or online banking.

When the gift has been given, the recipient can choose which funds they want to invest in.

If the recipient does not have a share savings account, it must be set up first.

Open a share savings account

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Teenagers

Confirmation

Young couple moving boxes

Wedding

Birthday hug

Birthday

Party table

Christening or name day party

Girls with bicycles

A token for someone you love

Gingerbread baking

Christmas

Mutual fund as a gift – step by step

Get the name and national identity number of the person you want to gift a mutual fund to

  • If the recipient is not a DNB customer, the recipient must first become a customer.

  • Even if the recipient already has mutual funds, due to new rules, this must also be registered in the banking section. Become a customer here

  • If the recipient is already a DNB customer you can log in to your online bank to buy a mutual fund as a gift.

Select lump sum or savings scheme

  • Decide whether you want to give a lump sum or if you want to start a monthly savings scheme (for example every birthday)

Select the mutual fund you want to give

  • You can choose from these funds:

    • DNB Aktiv 30 A
    • DNB Aktiv 50 A
    • DNB Aktiv 80 A
    • DNB Aktiv 100 A
    • DNB Barnefond A
    • DNB Norge Indeks A
    • DNB Global Index A
    • DNB Health Care A
    • DNB Miljøinvest A
    • DNB Technology A
    • DNB Grønt Norden A
    • DNB Europa Indeks A
    • DNB USA Indeks A
    • DNB Norden Indeks A
    • DNB Global Emerging Markets Indeks A
    • DNB Finans A
Read more about mutual funds here
Select account number

  • Choose which account number the amount should be debited from

Done!

  • Check the order and the terms and conditions and click confirm.

    When the order is placed, you’ll receive a gift card in your online bank inbox and can forward it or print it out.

Mutual funds as a gift FAQs

Which mutual funds can I give as a gift?

DNB Aktiv 30 A

DNB Aktiv 50 A

DNB Aktiv 80 A

DNB Aktiv 100 A

DNB Barnefond A

DNB Norge Indeks A

DNB Global Index A

DNB Health Care A

DNB Miljøinvest A

DNB Technology A

DNB Grønt Norden A

DNB Europa Indeks A

DNB USA Indeks A

DNB Norden Indeks A

DNB Global Emerging Markets Indeks A

DNB Finans A

Should you save in your own name or your child’s name?

When saving on behalf of an adult without legal capacity, special laws and regulations apply. As a guardian, you can choose whether you should save in your own name or in the name of the person without legal capacity. There are different considerations to make in regard to the two options.

More information about saving for children and people without legal capacity

How does it work?

To give funds as a gift, you must have the name and national identity number of the recipient. When the order is placed, the gift card is automatically sent to you in your online bank inbox so you can pass on the gift.

The recipient must be a DNB customer

In order to give a gift fund, the recipient must be a customer of DNB. If the recipient is under 18 years of age, the guardian must first register the child as a customer of DNB.

NB! Even if the recipient already has mutual funds, due to new rules, this must also be registered in the banking section.

If the customer is not a customer, you can send the link below:

Become a DNB customer here

What is a mutual fund?

A mutual fund is a collection of securities that are put together as one package. You can buy shares in the mutual fund. The portfolio manager uses the money you and other mutual fund savers put into the fund to buy securities for the fund.

  • A mutual fund can own from 16 to several hundred different securities.
  • A mutual fund can buy shares, bonds and other fixed-income securities.
  • The larger the proportion of shares in a fund, the higher the risk and return you can expect.
  • The risk and the possible returns are lower the more fixed-income securities there are in a mutual fund.

Each fund has a professional Portfolio Manager to manage the investments, to give you the best possible return. The managers make the investments they think are best at the time, with an overall goal of following the market (passive management/index fund) or beating it (active management).

Read more about mutual funds

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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Spare

Spare is the app that helps you keep track of your savings.

Read more and download the Spare app

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Our mutual fund products

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  • Fixed-income funds

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  • Share savings account

    Makes it easier for you to save in shares and equity funds

  • Investment account

    Access to both securities and mutual funds in the same solution

  • Downloadable forms

    We have gathered all of the forms onto one page