Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
Vastaavan tyyppisiä rahastoja
Omistukset
Päivitetty 31.12.2025
Jakauma
- Osakkeet93,7%
- Muut4,5%
- Lyhyt korko1,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 min sittenNAV 20:e januari 2026 | Share Class B 48,09 (EUR) | Change +4,32% Aksjeklasse A 478.5 SEK (+4.42%)
·4 min sittenNAV 20 January 2026 | Share Class B 48,09 (EUR) | Change +4,32%- ·9 min sittenIf there is a full trade conflict with increased tariffs, the silver price will probably get another push upwards. If Trump and the EU suddenly agree in Davos, the "fear premium" in silver can disappear overnight. How do you view the situation? It's not many weeks until the Q-reports start to be published among the largest companies. I bet that will be more fuel for the rocket.
Alle minuutti sittenAlle minuutti sittenOm man plutselig blir enige i Davos kan det vel hende at "frykt-premien" eller plassering som safe have til dels forsvinner, men det vil fremdeles være et globalt fysisk underskudd på sølv. Og geopolitisk uro "legger seg" ikke over natten. Med slvpris på nåværende nivå tjener gruveselskapene gode penger, og det vil vi snart se på Q-rapportene. Så om vi får samme utvikling som i 2025 er vel usikkert, men jeg tror det skal mye til for at dette fondet går "dårlig" i 2026. 
·19 min sittenEU's trade bazooka 💥 – Is your portfolio ready for the "Greenland tariff"? Trump has set February 1 as the deadline for his new "Greenland tariff" of 10%, with an increase to 25% in June. The EU stands ready with its most powerful weapon ever: Anti-Coercion Instrument (ACI), popularly called the "trade bazooka". For investors on Oslo Børs and globally, this is not just headlines – this is a direct threat that could shake everything from Norwegian stocks to gold, silver, and dollars. Harvard economist Kenneth Rogoff warns that Trump loves to escalate conflicts to gain bargaining chips, but Norway finds itself in a special tariff squeeze because we are not part of the EU's customs union. Norwegian exporters risk both retaliatory tariffs and new punitive measures, and from February, exports to the USA could become significantly more expensive and less competitive. High-risk sectors on Oslo Børs include technology and industry, with companies like Kongsberg Gruppen and TOMRA having significant exposure to the USA. New tariff walls can directly eat into margins. Seafood, including salmon, can also be affected, and aluminum and steel from Norsk Hydro already face high tariffs, which further escalation could make even more costly to export. At the same time, the EU's "bazooka" could hit American tech giants like Microsoft, Google and Amazon by limiting their access to public tenders in Europe. This is a risk the market may not have priced in yet, and Rogoff warns that the consequences could be significant if the parties do not find a solution before Davos is over. Markets are already reacting. The VIX fear index rises when geopolitical risk increases, and the dollar could strengthen as a safe haven initially. The price of gold will likely follow with an increase as investors seek safety, while silver, which is also used industrially, could become extra volatile. Norwegian companies exporting technology and metal could indirectly affect demand, and rapid fluctuations could occur when trade and politics merge. For investors, this means it might be wise to consider currency hedging, emphasize companies with domestic or Asian exposure, and closely monitor February 1 – "D-Day" for whether rhetoric becomes reality or if we enter a new trade conflict. How do you position yourself in a market where Norwegian stocks, American tech companies, gold, silver, and dollars are all at stake? This is not just politics, this is trade policy with direct consequences for your portfolio. Sources: DN – Kenneth Rogoff on tariff threats: https://www.dn.no/utenriks/kenneth-rogoff/world-economic-forum/donald-trump/harvard-professor-kenneth-rogoff-om-tolltruslene-tro-meg-han-elsker-dette/2-1-1931374?abtest=b The Guardian – Trump and EU: https://www.theguardian.com/business/2026/jan/20/scott-bessent-europe-trump-greenland-tariff-us-wef-davos Business Insider – What is the EU's "trade bazooka"?: https://www.businessinsider.com/what-is-trade-bazooka-trump-greenland-europe-tariffs-price-impact-2026-1
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
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
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 31.12.2025
Jakauma
- Osakkeet93,7%
- Muut4,5%
- Lyhyt korko1,9%
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 min sittenNAV 20:e januari 2026 | Share Class B 48,09 (EUR) | Change +4,32% Aksjeklasse A 478.5 SEK (+4.42%)
- ·4 min sittenNAV 20 January 2026 | Share Class B 48,09 (EUR) | Change +4,32%
- ·9 min sittenIf there is a full trade conflict with increased tariffs, the silver price will probably get another push upwards. If Trump and the EU suddenly agree in Davos, the "fear premium" in silver can disappear overnight. How do you view the situation? It's not many weeks until the Q-reports start to be published among the largest companies. I bet that will be more fuel for the rocket.Alle minuutti sittenAlle minuutti sittenOm man plutselig blir enige i Davos kan det vel hende at "frykt-premien" eller plassering som safe have til dels forsvinner, men det vil fremdeles være et globalt fysisk underskudd på sølv. Og geopolitisk uro "legger seg" ikke over natten. Med slvpris på nåværende nivå tjener gruveselskapene gode penger, og det vil vi snart se på Q-rapportene. Så om vi får samme utvikling som i 2025 er vel usikkert, men jeg tror det skal mye til for at dette fondet går "dårlig" i 2026.
- ·19 min sittenEU's trade bazooka 💥 – Is your portfolio ready for the "Greenland tariff"? Trump has set February 1 as the deadline for his new "Greenland tariff" of 10%, with an increase to 25% in June. The EU stands ready with its most powerful weapon ever: Anti-Coercion Instrument (ACI), popularly called the "trade bazooka". For investors on Oslo Børs and globally, this is not just headlines – this is a direct threat that could shake everything from Norwegian stocks to gold, silver, and dollars. Harvard economist Kenneth Rogoff warns that Trump loves to escalate conflicts to gain bargaining chips, but Norway finds itself in a special tariff squeeze because we are not part of the EU's customs union. Norwegian exporters risk both retaliatory tariffs and new punitive measures, and from February, exports to the USA could become significantly more expensive and less competitive. High-risk sectors on Oslo Børs include technology and industry, with companies like Kongsberg Gruppen and TOMRA having significant exposure to the USA. New tariff walls can directly eat into margins. Seafood, including salmon, can also be affected, and aluminum and steel from Norsk Hydro already face high tariffs, which further escalation could make even more costly to export. At the same time, the EU's "bazooka" could hit American tech giants like Microsoft, Google and Amazon by limiting their access to public tenders in Europe. This is a risk the market may not have priced in yet, and Rogoff warns that the consequences could be significant if the parties do not find a solution before Davos is over. Markets are already reacting. The VIX fear index rises when geopolitical risk increases, and the dollar could strengthen as a safe haven initially. The price of gold will likely follow with an increase as investors seek safety, while silver, which is also used industrially, could become extra volatile. Norwegian companies exporting technology and metal could indirectly affect demand, and rapid fluctuations could occur when trade and politics merge. For investors, this means it might be wise to consider currency hedging, emphasize companies with domestic or Asian exposure, and closely monitor February 1 – "D-Day" for whether rhetoric becomes reality or if we enter a new trade conflict. How do you position yourself in a market where Norwegian stocks, American tech companies, gold, silver, and dollars are all at stake? This is not just politics, this is trade policy with direct consequences for your portfolio. Sources: DN – Kenneth Rogoff on tariff threats: https://www.dn.no/utenriks/kenneth-rogoff/world-economic-forum/donald-trump/harvard-professor-kenneth-rogoff-om-tolltruslene-tro-meg-han-elsker-dette/2-1-1931374?abtest=b The Guardian – Trump and EU: https://www.theguardian.com/business/2026/jan/20/scott-bessent-europe-trump-greenland-tariff-us-wef-davos Business Insider – What is the EU's "trade bazooka"?: https://www.businessinsider.com/what-is-trade-bazooka-trump-greenland-europe-tariffs-price-impact-2026-1
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
?
Korkea: 6 / 7
Tunnusluvut
- Juoksevat kulut1,40%
- OmaisuusluokkaOsake
- KategoriaSektori arvometallit osakkeet
- PerusvaluuttaEUR
- Lainoitusaste70%
- Avaintietoasiakirja
Tietoa rahastosta
The focus is on Global Precious Metal Mining Company with a special focus on transferable securities whose value development is affected by the market development for Silver.
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
- ·2 min sittenNAV 20:e januari 2026 | Share Class B 48,09 (EUR) | Change +4,32% Aksjeklasse A 478.5 SEK (+4.42%)
- ·4 min sittenNAV 20 January 2026 | Share Class B 48,09 (EUR) | Change +4,32%
- ·9 min sittenIf there is a full trade conflict with increased tariffs, the silver price will probably get another push upwards. If Trump and the EU suddenly agree in Davos, the "fear premium" in silver can disappear overnight. How do you view the situation? It's not many weeks until the Q-reports start to be published among the largest companies. I bet that will be more fuel for the rocket.Alle minuutti sittenAlle minuutti sittenOm man plutselig blir enige i Davos kan det vel hende at "frykt-premien" eller plassering som safe have til dels forsvinner, men det vil fremdeles være et globalt fysisk underskudd på sølv. Og geopolitisk uro "legger seg" ikke over natten. Med slvpris på nåværende nivå tjener gruveselskapene gode penger, og det vil vi snart se på Q-rapportene. Så om vi får samme utvikling som i 2025 er vel usikkert, men jeg tror det skal mye til for at dette fondet går "dårlig" i 2026.
- ·19 min sittenEU's trade bazooka 💥 – Is your portfolio ready for the "Greenland tariff"? Trump has set February 1 as the deadline for his new "Greenland tariff" of 10%, with an increase to 25% in June. The EU stands ready with its most powerful weapon ever: Anti-Coercion Instrument (ACI), popularly called the "trade bazooka". For investors on Oslo Børs and globally, this is not just headlines – this is a direct threat that could shake everything from Norwegian stocks to gold, silver, and dollars. Harvard economist Kenneth Rogoff warns that Trump loves to escalate conflicts to gain bargaining chips, but Norway finds itself in a special tariff squeeze because we are not part of the EU's customs union. Norwegian exporters risk both retaliatory tariffs and new punitive measures, and from February, exports to the USA could become significantly more expensive and less competitive. High-risk sectors on Oslo Børs include technology and industry, with companies like Kongsberg Gruppen and TOMRA having significant exposure to the USA. New tariff walls can directly eat into margins. Seafood, including salmon, can also be affected, and aluminum and steel from Norsk Hydro already face high tariffs, which further escalation could make even more costly to export. At the same time, the EU's "bazooka" could hit American tech giants like Microsoft, Google and Amazon by limiting their access to public tenders in Europe. This is a risk the market may not have priced in yet, and Rogoff warns that the consequences could be significant if the parties do not find a solution before Davos is over. Markets are already reacting. The VIX fear index rises when geopolitical risk increases, and the dollar could strengthen as a safe haven initially. The price of gold will likely follow with an increase as investors seek safety, while silver, which is also used industrially, could become extra volatile. Norwegian companies exporting technology and metal could indirectly affect demand, and rapid fluctuations could occur when trade and politics merge. For investors, this means it might be wise to consider currency hedging, emphasize companies with domestic or Asian exposure, and closely monitor February 1 – "D-Day" for whether rhetoric becomes reality or if we enter a new trade conflict. How do you position yourself in a market where Norwegian stocks, American tech companies, gold, silver, and dollars are all at stake? This is not just politics, this is trade policy with direct consequences for your portfolio. Sources: DN – Kenneth Rogoff on tariff threats: https://www.dn.no/utenriks/kenneth-rogoff/world-economic-forum/donald-trump/harvard-professor-kenneth-rogoff-om-tolltruslene-tro-meg-han-elsker-dette/2-1-1931374?abtest=b The Guardian – Trump and EU: https://www.theguardian.com/business/2026/jan/20/scott-bessent-europe-trump-greenland-tariff-us-wef-davos Business Insider – What is the EU's "trade bazooka"?: https://www.businessinsider.com/what-is-trade-bazooka-trump-greenland-europe-tariffs-price-impact-2026-1
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 31.12.2025
Jakauma
- Osakkeet93,7%
- Muut4,5%
- Lyhyt korko1,9%