Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Tunnusluvut
- Juoksevat kulut1,94%
- OmaisuusluokkaOsake
- KategoriaSektori teollisuusmateriaalit osakkeet
- PerusvaluuttaSEK
- Lainoitusaste75%
- Avaintietoasiakirja
Tietoa rahastosta
The Sub-Fund’s investment objective is to achieve appropriate income and the highest possible longterm value increase by investing within: - Defense, aerospace and security sector (including homeland and cyber security); - Technology, commodity, infrastructure sectors necessary for society resilience, self-sufficiency, resource independence and for energy transition, digitalisation and electrification. The Sub-Fund will invest mainly in securities of companies without geographical restrictions with the exception of defense companies in Russia and China and in accordance with the principle of risk diversification. No guarantee can be given that the Sub-Fund’s objective will be reached.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet98,3%
- Lyhyt korko1,7%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·8 t sittenInteresting article in Finansavisen today with an interview with portfolio manager Joakim Agerback about Finserve Global Security Fund – defense stocks more interesting now Portfolio manager Joakim Agerback at Finserve Global Security Fund believes the recent price decline in the defense sector has made the stocks more attractive for long-term investors. He points to sharply increasing European defense budgets as a result of geopolitical uncertainty, especially related to US signals about a possible NATO withdrawal and other statements from Trump. This has led to an increased desire for diversified defense imports and reduced dependence on American suppliers. Agerback particularly highlights good growth opportunities within: • Satellite systems and space-based surveillance • Naval vessels, submarines and underwater drones (especially Arctic) • Military drones and unmanned systems Specific stocks mentioned: • Leonardo and BAE Systems (defensive, undervalued, participating in Global Combat Air Programme) • OHB, Avio and Ovzon in aerospace • Huntington Ingalls and Hanwha Ocean in maritime defense The fund has broad global exposure to defense, security, aerospace and cybersecurity. Agerback considers the fundamental drivers to still be very strong in the long term, despite a short-term price drop. The article is from Finansavisen April 10, 2026. Thomas Hilmersen https://www.finansavisen.no/finans/2026/04/10/8342625/forvalter-joakim-agerback-forsvarsaksjer-er-blitt-mer-interessante
·3.4.15% in 3 months despite the troublesome Trump. The fee is high but the manager is worth every penny at least as it looks right now.- ·3.4.The defense industry is growing rapidly. And there is one part of the defense sector that is growing faster than anything else, namely defense technology. This is according to a recent PwC/Strategy&-report. The market for defense technology is expected to increase 300 to 400 percent over the next ten years, the report states. The defense technology sector will grow 15–20 percent annually over the next ten years. This means that the European «defence-tech» market will go from 30 billion euro this year, to 150 billion euro in 2035, PwC predicts. — This trend has been announced for a long time in the latest state budgets in Europe. That's why I choose a fund, because then I will more likely also hit some winners. I hope Finserve manages to ride this wave for the next10 years! A good defense is the best insurance against war in the future. https://e24.no/boers-og-finans/i/OkkeLA/spaar-voldsom-dronevekst?utm_source=iosapp&utm_medium=sharees
·2.4.A bit odd reporting - NAV is not updated but the return went to plus.·3 päivää sittenI understand that the updates can sometimes be perceived as misleading. I believe that one trading day was up only a few basis points, so it showed plus 0 %, i.e., without decimals. Furthermore, the fund is based in Luxembourg, so during banking holidays in LUX, the fund does not receive a new NAV on the platforms. Sometimes the update may also be missing on Morningstar, from which Nordnet retrieves data. However, it's good to inform Nordnet, as written above. Thanks for the activity here! /Regards, fund manager.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Tunnusluvut
- Juoksevat kulut1,94%
- OmaisuusluokkaOsake
- KategoriaSektori teollisuusmateriaalit osakkeet
- PerusvaluuttaSEK
- Lainoitusaste75%
- Avaintietoasiakirja
Tietoa rahastosta
The Sub-Fund’s investment objective is to achieve appropriate income and the highest possible longterm value increase by investing within: - Defense, aerospace and security sector (including homeland and cyber security); - Technology, commodity, infrastructure sectors necessary for society resilience, self-sufficiency, resource independence and for energy transition, digitalisation and electrification. The Sub-Fund will invest mainly in securities of companies without geographical restrictions with the exception of defense companies in Russia and China and in accordance with the principle of risk diversification. No guarantee can be given that the Sub-Fund’s objective will be reached.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet98,3%
- Lyhyt korko1,7%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenInteresting article in Finansavisen today with an interview with portfolio manager Joakim Agerback about Finserve Global Security Fund – defense stocks more interesting now Portfolio manager Joakim Agerback at Finserve Global Security Fund believes the recent price decline in the defense sector has made the stocks more attractive for long-term investors. He points to sharply increasing European defense budgets as a result of geopolitical uncertainty, especially related to US signals about a possible NATO withdrawal and other statements from Trump. This has led to an increased desire for diversified defense imports and reduced dependence on American suppliers. Agerback particularly highlights good growth opportunities within: • Satellite systems and space-based surveillance • Naval vessels, submarines and underwater drones (especially Arctic) • Military drones and unmanned systems Specific stocks mentioned: • Leonardo and BAE Systems (defensive, undervalued, participating in Global Combat Air Programme) • OHB, Avio and Ovzon in aerospace • Huntington Ingalls and Hanwha Ocean in maritime defense The fund has broad global exposure to defense, security, aerospace and cybersecurity. Agerback considers the fundamental drivers to still be very strong in the long term, despite a short-term price drop. The article is from Finansavisen April 10, 2026. Thomas Hilmersen https://www.finansavisen.no/finans/2026/04/10/8342625/forvalter-joakim-agerback-forsvarsaksjer-er-blitt-mer-interessante
- ·3.4.15% in 3 months despite the troublesome Trump. The fee is high but the manager is worth every penny at least as it looks right now.
- ·3.4.The defense industry is growing rapidly. And there is one part of the defense sector that is growing faster than anything else, namely defense technology. This is according to a recent PwC/Strategy&-report. The market for defense technology is expected to increase 300 to 400 percent over the next ten years, the report states. The defense technology sector will grow 15–20 percent annually over the next ten years. This means that the European «defence-tech» market will go from 30 billion euro this year, to 150 billion euro in 2035, PwC predicts. — This trend has been announced for a long time in the latest state budgets in Europe. That's why I choose a fund, because then I will more likely also hit some winners. I hope Finserve manages to ride this wave for the next10 years! A good defense is the best insurance against war in the future. https://e24.no/boers-og-finans/i/OkkeLA/spaar-voldsom-dronevekst?utm_source=iosapp&utm_medium=sharees
- ·2.4.A bit odd reporting - NAV is not updated but the return went to plus.·3 päivää sittenI understand that the updates can sometimes be perceived as misleading. I believe that one trading day was up only a few basis points, so it showed plus 0 %, i.e., without decimals. Furthermore, the fund is based in Luxembourg, so during banking holidays in LUX, the fund does not receive a new NAV on the platforms. Sometimes the update may also be missing on Morningstar, from which Nordnet retrieves data. However, it's good to inform Nordnet, as written above. Thanks for the activity here! /Regards, fund manager.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tunnusluvut
Riskitaso
?
Keskimääräinen: 4 / 7
Tunnusluvut
- Juoksevat kulut1,94%
- OmaisuusluokkaOsake
- KategoriaSektori teollisuusmateriaalit osakkeet
- PerusvaluuttaSEK
- Lainoitusaste75%
- Avaintietoasiakirja
Tietoa rahastosta
The Sub-Fund’s investment objective is to achieve appropriate income and the highest possible longterm value increase by investing within: - Defense, aerospace and security sector (including homeland and cyber security); - Technology, commodity, infrastructure sectors necessary for society resilience, self-sufficiency, resource independence and for energy transition, digitalisation and electrification. The Sub-Fund will invest mainly in securities of companies without geographical restrictions with the exception of defense companies in Russia and China and in accordance with the principle of risk diversification. No guarantee can be given that the Sub-Fund’s objective will be reached.
Vastaavan tyyppisiä rahastoja
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·8 t sittenInteresting article in Finansavisen today with an interview with portfolio manager Joakim Agerback about Finserve Global Security Fund – defense stocks more interesting now Portfolio manager Joakim Agerback at Finserve Global Security Fund believes the recent price decline in the defense sector has made the stocks more attractive for long-term investors. He points to sharply increasing European defense budgets as a result of geopolitical uncertainty, especially related to US signals about a possible NATO withdrawal and other statements from Trump. This has led to an increased desire for diversified defense imports and reduced dependence on American suppliers. Agerback particularly highlights good growth opportunities within: • Satellite systems and space-based surveillance • Naval vessels, submarines and underwater drones (especially Arctic) • Military drones and unmanned systems Specific stocks mentioned: • Leonardo and BAE Systems (defensive, undervalued, participating in Global Combat Air Programme) • OHB, Avio and Ovzon in aerospace • Huntington Ingalls and Hanwha Ocean in maritime defense The fund has broad global exposure to defense, security, aerospace and cybersecurity. Agerback considers the fundamental drivers to still be very strong in the long term, despite a short-term price drop. The article is from Finansavisen April 10, 2026. Thomas Hilmersen https://www.finansavisen.no/finans/2026/04/10/8342625/forvalter-joakim-agerback-forsvarsaksjer-er-blitt-mer-interessante
- ·3.4.15% in 3 months despite the troublesome Trump. The fee is high but the manager is worth every penny at least as it looks right now.
- ·3.4.The defense industry is growing rapidly. And there is one part of the defense sector that is growing faster than anything else, namely defense technology. This is according to a recent PwC/Strategy&-report. The market for defense technology is expected to increase 300 to 400 percent over the next ten years, the report states. The defense technology sector will grow 15–20 percent annually over the next ten years. This means that the European «defence-tech» market will go from 30 billion euro this year, to 150 billion euro in 2035, PwC predicts. — This trend has been announced for a long time in the latest state budgets in Europe. That's why I choose a fund, because then I will more likely also hit some winners. I hope Finserve manages to ride this wave for the next10 years! A good defense is the best insurance against war in the future. https://e24.no/boers-og-finans/i/OkkeLA/spaar-voldsom-dronevekst?utm_source=iosapp&utm_medium=sharees
- ·2.4.A bit odd reporting - NAV is not updated but the return went to plus.·3 päivää sittenI understand that the updates can sometimes be perceived as misleading. I believe that one trading day was up only a few basis points, so it showed plus 0 %, i.e., without decimals. Furthermore, the fund is based in Luxembourg, so during banking holidays in LUX, the fund does not receive a new NAV on the platforms. Sometimes the update may also be missing on Morningstar, from which Nordnet retrieves data. However, it's good to inform Nordnet, as written above. Thanks for the activity here! /Regards, fund manager.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Omistukset
Päivitetty 28.2.2026
Jakauma
- Osakkeet98,3%
- Lyhyt korko1,7%