Fondsfinans Global Utbytte is an actively managed equity fund that primarily invests in publicly listed shares globally. The fund will preferably invest in quality companies with high capital returns, solid balance sheet, and long-term potential to pay dividends (according to the manager's assessment). The management is characterized by a high active share and long-term perspective. Fondsfinans Global Utbytte will suit investors who are looking for exposure to the global equity market and appreciate the defensive characteristics that quality and dividend factors represent. For more information, see the fund's prospectus.
Fondsfinans Norden Utbytte is an actively managed equity fund that mainly invests in companies listed in the Nordic region. The fund's objective is to deliver strong risk-adjusted returns over the long term (at least five years). The investment style is characterised by a high active share and a long-term perspective. The fund is suitable for investors who want to invest in the dynamic Nordic economies and seek excess return beyond the index's performance. The fund's benchmark index is VINX Benchmark Net Index Capped (NOK). For more information, see the fund's prospectus.
Fondsfinans Norge is an actively managed equity fund. The fund has a concentrated portfolio, and is mainly (at least 80%) invested in companies listed in Norway. The fund's objective is to achieve the best possible risk-adjusted return in the long run. The management is characterized by a high active share and long-term perspective. The fund is suitable for investors who are looking for an exposure in companies listed on the Oslo Stock Exchange. The fund's benchmark index is the Oslo Børs Fondsindeks (OSEFX). For more information, see the fund's prospectus.
Fondsfinans Utbytte is an actively managed equity fund that primarily invests in shares listed in the Norwegian stock market. The fund will preferably invest in companies of high quality with high return on capital, a solid balance sheet, and long-term potential to pay dividends (according to the manager’s assessment). The management is characterized by a high active share and a long-term perspective. Fondsfinans Utbytte is suitable for investors seeking exposure to the Norwegian equity market and who value the defensive characteristics represented by quality and dividend factors. From 12 September 2025, the fund is in "soft close". A subscription fee of 5% applies to new subscriptions, which accrues in full to existing unit holders. For more information, see the fund’s prospectus.
Fondsfinans Global Helse is an actively managed global equity fund that invests in large and liquid companies within the healthcare sector. The fund's objective is to deliver strong risk-adjusted return in the long run. The fund invests in listed companies within pharmaceuticals, biotechnology, medical equipment and healthcare services. Investments in foreign currency are not hedged. For more information, see the fund's prospectus.
Fondsfinans Fornybar Energi is an actively managed equity fund that invests globally in companies that are trying to help solve the world's climate challenges. The fund will primarily invest in the entire value chain of companies that produce renewable energy, suppliers of products and services related to the renewable energy sector, including storage and transport. The fund's objective is to provide our unit holders with the best risk-adjusted return over time, through an actively managed portfolio consisting mainly of shares in companies within the renewable energy sector worldwide. For more information, see the fund's prospectus.
Fondsfinans Aktiv 60/40 is an actively managed fund-of-funds where the funds are invested both directly in securities and in equity and fixed income funds managed by Fondsfinans Kapitalforvaltning. The fund's capital will normally be invested between 55% and 65% in equities and equity funds both in Norway and globally, and between 35% and 45% in fixed income funds, interest-bearing securities and bank deposits. The fixed income exposure will primarily be in Norwegian corporate bonds with a diversification in credit quality, sectors and maturities. Interest rate risk will usually be low. The fund will actively rebalance within the framework described above and suits an investor who wants a balanced profile. For more information, see the fund's prospectus.
Fondsfinans Obligasjon is an investment grade bond fund that has a goal of providing a higher net return than the average bank deposit rate while maintaining a low level of risk. The fund is suitable for companies and individuals who want to invest in a broad mandate within Norwegian corporate bonds with an average credit rating of at least BBB-. For more information, see the fund's prospectus.
Fondsfinans Kreditt is an actively managed high-yield fund with moderate risk. The fund’s objective is to generate significant excess returns above bank interest rates by investing in a broad portfolio of high-yield bonds, primarily issued by Nordic companies. The value-weighted credit rating should, in the manager’s assessment, be equal to or better than BB-. No single investment should normally have a rating lower than B- at the time of investment. The fund’s value-weighted credit duration must not exceed 4 years. The fund’s interest rate sensitivity (modified duration) should be in the range of 0 to 2. The fund will primarily be invested in the Nordic region. Investments in foreign currencies are hedged to NOK. For more information, see the fund’s prospectus.
Fondsfinans High Yield is an actively managed high-yield fund with moderate to high risk. The fund’s objective is to generate significant excess returns above bank interest rates by investing in a broad portfolio of high-yield bonds, primarily issued by Nordic companies. The average rating should, in the manager’s assessment, be at least B. Investments include traditional secured and unsecured credit bonds, certificates, convertible bonds, subordinated bonds, and hybrid bonds. The fund’s value-weighted credit duration must not exceed 4 years. The fund’s interest rate sensitivity (modified duration) should be in the range of 0 to 2. The fund will primarily be invested in the Nordic region. Investments in foreign currencies are hedged to NOK. For more information, see the fund’s prospectus.