Fondsfinans Aktiv 60/40

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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.

Managers

Erlend Lødemel

Erlend Lødemel (Has managed the fund since: 01-09-2016)

Lødemel received his education from the University of Denver, where he first completed a Bachelor's degree and subsequently a two-year MBA programme, both with a specialisation in finance. He has experience from the financial markets since 1997. Lødemel joined Fondsfinans Kapitalforvaltning in 2016, after having worked as Chief Economist at Arctic Securities for seven years. Prior to that, he spent seven years at DNB, first as Senior Economist and Fixed Income Analyst, then as the bank's Equity Strategist. He also has five years of experience as a portfolio manager at DnB Investor.
Preben Bang

Preben Bang (Has managed the fund since: 01-01-2022)

Preben Bang holds a Master's degree in Physics and Mathematics, and has completed further studies as a CFA charterholder and fixed income analyst. Preben previously worked at NBIM with a focus on risk management and quantitative financial analysis. Bang joined Fondsfinans Kapitalforvaltning in December 2021.

Fund facts

Fund category

Allocation

Morningstar rating

Morningstar Rating är 4 av 5 stjärnor

Comparison index

No benchmark

Country of registration

Norway

Fund assets (30-06-2026)

441 MNOK

Fund start date

04-04-2000

Trading currency

NOK

ISIN

NO0010047186

UCITS

Ja

Close price (23-07-2026)

96 809,5314 NOK

Managers

Erlend Lødemel, Preben Bang

As of 30-06-2026

Region

Europe
North America
Asia

10 largest holdings

NOFondsfinans Obligasjon A
NOFondsfinans Norden Utbytte A
NOFondsfinans Kreditt A
NOFondsfinans Global Utbytte A
NOFondsfinans Global Helse A
NOFondsfinans High Yield A
NOFondsfinans Fornybar Energi A
NOAker ASA Class A
NOStorebrand ASA
NOFondsfinans Likviditet A

Total: 19 holdings

See the full portfolio

Industry

Industry
Healthcare
Finance
Groceries
Information technology
Communication services
Material
Durable consumer goods
Energy
Other

60,09% of the content of the funds analyzed

Style

Mid-sized mixed companies
Large Value Companies
Large, mixed companies
Large growth companies
Mid-cap growth companies
Small, mixed companies
Small cap companies
Small growth companies
Mid-sized value companies

60,08% of the content of the funds analyzed

Asset Allocation

Stocks
Bonds
Cash
Other

100% of the content of the funds analyzed

Management fee

Procentandel:

Subscription fee

Redemption fee

Prisen på fondet har betydning for fondets fremtidige avkastning. Fondet belastes med et løpende forvaltningshonorar gitt i tabellen over. Eksempelvis vil en investering på kr 100.000 i dette fondets tilfelle med 0% i avkastning gi en årlig kostnad på kr 850 i honorar.

Risk

1234567

Sharpe ratio

Standard deviation 3 years

Tracking error 3 years

Information ratio 3 years

Sustainability risk

CO2 risk value
UN PRI
Ja
SFDR
8

Product exclusions

NBIM's exclusion list
NBIM's exclusion list
Tobacco or tobacco products
Tobacco or tobacco products
Pornographic material
Pornographic material
Alcoholic beverages
Alcoholic beverages
Gambling as core business
Gambling as core business
Cannabis for intoxicating purposes
Cannabis for intoxicating purposes
Companies that produce weapons that in normal use violate basic humanitarian principles
Companies that produce weapons that in normal use violate basic humanitarian principles
Companies that sell military equipment to sanctioned regimes
Companies that sell military equipment to sanctioned regimes
Companies that contribute to gross or systematic violations of labor and human rights (including child labor or other exploitation of children)
Companies that contribute to gross or systematic violations of labor and human rights (including child labor or other exploitation of children)
Gross corruption
Gross corruption
Other gross violations of fundamental ethical norms
Other gross violations of fundamental ethical norms
Contributes to serious environmental damage
Contributes to serious environmental damage