Fondsfinans Fornybar Energi A

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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.

Opens in a new windowFact sheet
Opens in a new windowProspectus
Opens in a new windowKey information document (English)

Managers

Melanie Brooks

Melanie Brooks (Has managed the fund since: 01-11-2021)

Brooks has an international educational background in both social sciences and finance. She has extensive experience in analysis, ESG, and portfolio management from Société Générale, Folketrygdfondet, and NBIM. She has also worked as a portfolio manager and ESG officer at Carn Capital. Brooks joined Fondsfinans Kapitalforvaltning in November 2021.

Fund facts

Fund category

Equity

Morningstar rating

Morningstar Rating är 3 av 5 stjärnor

Comparison index

No benchmark

Country of registration

Norway

Fund assets (30-06-2026)

262 MNOK

Fund start date

04-12-2000

Trading currency

NOK

ISIN

NO0010047202

UCITS

Ja

Close price (27-07-2026)

2 793,5218 NOK

Managers

Melanie Brooks

As of 30-06-2026

Region

Europe
North America
Asia

10 largest holdings

ITPrysmian SpA
FRSchneider Electric SE
USFirst Solar Inc
DKVestas Wind Systems AS
USNextpower Inc Class A
NOScatec ASA Ordinary Shares
ESIberdrola SA
USNextEra Energy Inc
USQuanta Services Inc
GBSSE PLC

Total: 30 holdings

See the full portfolio

Industry

Industry
Community services
Information technology
Groceries
Durable consumer goods

96,54% of the content of the funds analyzed

Style

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

96,53% of the content of the funds analyzed

Asset Allocation

Stocks
Cash

100% of the content of the funds analyzed

Management fee

+ p. fee

Procentandel: + p. fee

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 1000 i honorar. I tillegg kommer eventuelt resultatavhengig forvaltingsgodtgjørelse.

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
9

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