Tunnusluvut
Riskitaso
?
Korkea: 6 / 7
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
1 t sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,01% 446.81 SEK 11/08/2026 AuAg Silver Bullet B +0,74% 43.71 EUR 11/08/2026
·3 t sittenThe Oil Fund is only invested 2.8 percent in the energy sector. Sector overview of what is invested in. It might surprise many. It is easy to believe that the Oil Fund has a very large exposure to oil and energy, since the fund is built up through Norway's oil revenues. The figures, however, show a quite different picture. At the end of 2025, only 2.8 percent of the Oil Fund's equity investments were placed in the energy sector, corresponding to approximately 429.2 billion kroner. In comparison, the entire equity portfolio was worth approximately 15,173 billion kroner at the same time. Full sector distribution: | Sector | Share | Amount (bn. kr) | | Technology | 28.5 % | approx. 4,322.5 | | Finance | 16.9 % | approx. 2,560.7 | | Consumer Discretionary | 13.2 % | approx. 2,011.8 | | Industrials | 12.7 % | approx. 1,928.9 | | Health Care | 9.3 % | approx. 1,423.7 | | Real Estate | 4.2 % | approx. 642.8 | | Consumer Staples | 3.8 % | approx. 586.1 | | Materials | 3.4 % | approx. 515.1 | | Telecommunication | 2.9 % | approx. 445.1 | | Energy | 2.8 % | approx. 429.2 | | Utilities | 2.4 % | approx. 362.8 | NBIM specifies that the sector distribution applies to equity investments in isolation, and that the figures do not sum up exactly to 100 percent because cash and derivatives are not included. In my opinion, the most striking thing is the relationship between technology and energy. The Oil Fund thus had approximately ten times as much capital placed in the technology sector as in the energy sector at the end of 2025. This means that it is wrong to think of the fund as dominated by oil when discussing risk. The largest exposure is towards global equity markets, and especially towards technology, finance, consumer, and industrials. This makes the development in global technology companies, and the question of a possible AI bubble, highly relevant for Norway's national wealth. NBIM itself writes in its annual report that they conduct scenario analyses every year, and that this year's analysis, among other things, includes a scenario with high valuations of AI-related companies, high debt, and increased geopolitical tensions. It is therefore interesting to place Nicolai Tangen's warnings that the Oil Fund could experience very large value drops into this context. Norway has not only placed its oil wealth broadly in global markets. A significant part of it is indirectly exposed to the development of the world's largest technology companies. How do you assess the risk in the Oil Fund in light of this technology weighting compared to the low energy exposure? Should we to a greater extent refer to the fund as a global technology fund rather than an oil fund? Source: Norges Bank Investment Management, Annual Report 2025 https://www.nbim.no/no/nyheter-og-innsikt/rapporter/2025/arsrapport-2025/nettrapport-arsrapport-2025/https://www.nbim.no/en/news-and-insights/reports/2025/annual-report-2025/web-report-annual-report-2025/- ·6 t sitten · MuokattuInterest rate expectations determine the direction for silver today. The silver price is rising this morning. At 14:30 Norwegian time, US consumer price figures for July will be released, and interest rate expectations will be the main story. The market is pricing in Fed's future path based on this figure. If inflation comes in lower than expected, the probability increases that the Fed moves in a more dovish direction. This will normally push US interest rates down and weaken the dollar, which historically has been positive for silver. If the figure comes in hotter than expected, the picture will be the opposite. Then the market may price in a tighter Fed, US interest rates may rise, and a stronger dollar will put short-term pressure on the silver price. Silver is currently around 65.4 dollars per ounce after a 13.6 percent increase over the last month. I am watching 65 dollars as a key level. If silver stays above this after the CPI figures, it opens for a new attempt towards 67 to 70 dollars. If we fall below, 65 dollars will be crucial as support. The oil price is high at the moment, and that keeps inflation risk alive regardless of the outcome. This makes today's interest rate expectations extra important to follow, not only for the stock market, but for the entire precious metals complex. What do you think, will the CPI figure surprise in a dovish or hawkish direction? Sources: https://www.bls.gov/cpi/https://tradingeconomics.com/commodity/silverhttps://www.forex.com/ie/news-and-analysis/us-cpi-preview-will-inflation-tip-the-scales-on-a-fed-rate-hike-next-month/https://www.dn.no/dn-ekspress/kina/japan/sor-korea/teknologi-lofter-asia-for-amerikanske-inflasjonstall/2-1-2027782
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 1 t sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,01% 446.81 SEK 11/08/2026 AuAg Silver Bullet B +0,74% 43.71 EUR 11/08/2026
- ·3 t sittenThe Oil Fund is only invested 2.8 percent in the energy sector. Sector overview of what is invested in. It might surprise many. It is easy to believe that the Oil Fund has a very large exposure to oil and energy, since the fund is built up through Norway's oil revenues. The figures, however, show a quite different picture. At the end of 2025, only 2.8 percent of the Oil Fund's equity investments were placed in the energy sector, corresponding to approximately 429.2 billion kroner. In comparison, the entire equity portfolio was worth approximately 15,173 billion kroner at the same time. Full sector distribution: | Sector | Share | Amount (bn. kr) | | Technology | 28.5 % | approx. 4,322.5 | | Finance | 16.9 % | approx. 2,560.7 | | Consumer Discretionary | 13.2 % | approx. 2,011.8 | | Industrials | 12.7 % | approx. 1,928.9 | | Health Care | 9.3 % | approx. 1,423.7 | | Real Estate | 4.2 % | approx. 642.8 | | Consumer Staples | 3.8 % | approx. 586.1 | | Materials | 3.4 % | approx. 515.1 | | Telecommunication | 2.9 % | approx. 445.1 | | Energy | 2.8 % | approx. 429.2 | | Utilities | 2.4 % | approx. 362.8 | NBIM specifies that the sector distribution applies to equity investments in isolation, and that the figures do not sum up exactly to 100 percent because cash and derivatives are not included. In my opinion, the most striking thing is the relationship between technology and energy. The Oil Fund thus had approximately ten times as much capital placed in the technology sector as in the energy sector at the end of 2025. This means that it is wrong to think of the fund as dominated by oil when discussing risk. The largest exposure is towards global equity markets, and especially towards technology, finance, consumer, and industrials. This makes the development in global technology companies, and the question of a possible AI bubble, highly relevant for Norway's national wealth. NBIM itself writes in its annual report that they conduct scenario analyses every year, and that this year's analysis, among other things, includes a scenario with high valuations of AI-related companies, high debt, and increased geopolitical tensions. It is therefore interesting to place Nicolai Tangen's warnings that the Oil Fund could experience very large value drops into this context. Norway has not only placed its oil wealth broadly in global markets. A significant part of it is indirectly exposed to the development of the world's largest technology companies. How do you assess the risk in the Oil Fund in light of this technology weighting compared to the low energy exposure? Should we to a greater extent refer to the fund as a global technology fund rather than an oil fund? Source: Norges Bank Investment Management, Annual Report 2025 https://www.nbim.no/no/nyheter-og-innsikt/rapporter/2025/arsrapport-2025/nettrapport-arsrapport-2025/https://www.nbim.no/en/news-and-insights/reports/2025/annual-report-2025/web-report-annual-report-2025/
- ·6 t sitten · MuokattuInterest rate expectations determine the direction for silver today. The silver price is rising this morning. At 14:30 Norwegian time, US consumer price figures for July will be released, and interest rate expectations will be the main story. The market is pricing in Fed's future path based on this figure. If inflation comes in lower than expected, the probability increases that the Fed moves in a more dovish direction. This will normally push US interest rates down and weaken the dollar, which historically has been positive for silver. If the figure comes in hotter than expected, the picture will be the opposite. Then the market may price in a tighter Fed, US interest rates may rise, and a stronger dollar will put short-term pressure on the silver price. Silver is currently around 65.4 dollars per ounce after a 13.6 percent increase over the last month. I am watching 65 dollars as a key level. If silver stays above this after the CPI figures, it opens for a new attempt towards 67 to 70 dollars. If we fall below, 65 dollars will be crucial as support. The oil price is high at the moment, and that keeps inflation risk alive regardless of the outcome. This makes today's interest rate expectations extra important to follow, not only for the stock market, but for the entire precious metals complex. What do you think, will the CPI figure surprise in a dovish or hawkish direction? Sources: https://www.bls.gov/cpi/https://tradingeconomics.com/commodity/silverhttps://www.forex.com/ie/news-and-analysis/us-cpi-preview-will-inflation-tip-the-scales-on-a-fed-rate-hike-next-month/https://www.dn.no/dn-ekspress/kina/japan/sor-korea/teknologi-lofter-asia-for-amerikanske-inflasjonstall/2-1-2027782
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
Huomioi, että vaikka osakerahastoihin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- 1 t sittenFund Change NAV Currency Date AuAg Silver Bullet A +1,01% 446.81 SEK 11/08/2026 AuAg Silver Bullet B +0,74% 43.71 EUR 11/08/2026
- ·3 t sittenThe Oil Fund is only invested 2.8 percent in the energy sector. Sector overview of what is invested in. It might surprise many. It is easy to believe that the Oil Fund has a very large exposure to oil and energy, since the fund is built up through Norway's oil revenues. The figures, however, show a quite different picture. At the end of 2025, only 2.8 percent of the Oil Fund's equity investments were placed in the energy sector, corresponding to approximately 429.2 billion kroner. In comparison, the entire equity portfolio was worth approximately 15,173 billion kroner at the same time. Full sector distribution: | Sector | Share | Amount (bn. kr) | | Technology | 28.5 % | approx. 4,322.5 | | Finance | 16.9 % | approx. 2,560.7 | | Consumer Discretionary | 13.2 % | approx. 2,011.8 | | Industrials | 12.7 % | approx. 1,928.9 | | Health Care | 9.3 % | approx. 1,423.7 | | Real Estate | 4.2 % | approx. 642.8 | | Consumer Staples | 3.8 % | approx. 586.1 | | Materials | 3.4 % | approx. 515.1 | | Telecommunication | 2.9 % | approx. 445.1 | | Energy | 2.8 % | approx. 429.2 | | Utilities | 2.4 % | approx. 362.8 | NBIM specifies that the sector distribution applies to equity investments in isolation, and that the figures do not sum up exactly to 100 percent because cash and derivatives are not included. In my opinion, the most striking thing is the relationship between technology and energy. The Oil Fund thus had approximately ten times as much capital placed in the technology sector as in the energy sector at the end of 2025. This means that it is wrong to think of the fund as dominated by oil when discussing risk. The largest exposure is towards global equity markets, and especially towards technology, finance, consumer, and industrials. This makes the development in global technology companies, and the question of a possible AI bubble, highly relevant for Norway's national wealth. NBIM itself writes in its annual report that they conduct scenario analyses every year, and that this year's analysis, among other things, includes a scenario with high valuations of AI-related companies, high debt, and increased geopolitical tensions. It is therefore interesting to place Nicolai Tangen's warnings that the Oil Fund could experience very large value drops into this context. Norway has not only placed its oil wealth broadly in global markets. A significant part of it is indirectly exposed to the development of the world's largest technology companies. How do you assess the risk in the Oil Fund in light of this technology weighting compared to the low energy exposure? Should we to a greater extent refer to the fund as a global technology fund rather than an oil fund? Source: Norges Bank Investment Management, Annual Report 2025 https://www.nbim.no/no/nyheter-og-innsikt/rapporter/2025/arsrapport-2025/nettrapport-arsrapport-2025/https://www.nbim.no/en/news-and-insights/reports/2025/annual-report-2025/web-report-annual-report-2025/
- ·6 t sitten · MuokattuInterest rate expectations determine the direction for silver today. The silver price is rising this morning. At 14:30 Norwegian time, US consumer price figures for July will be released, and interest rate expectations will be the main story. The market is pricing in Fed's future path based on this figure. If inflation comes in lower than expected, the probability increases that the Fed moves in a more dovish direction. This will normally push US interest rates down and weaken the dollar, which historically has been positive for silver. If the figure comes in hotter than expected, the picture will be the opposite. Then the market may price in a tighter Fed, US interest rates may rise, and a stronger dollar will put short-term pressure on the silver price. Silver is currently around 65.4 dollars per ounce after a 13.6 percent increase over the last month. I am watching 65 dollars as a key level. If silver stays above this after the CPI figures, it opens for a new attempt towards 67 to 70 dollars. If we fall below, 65 dollars will be crucial as support. The oil price is high at the moment, and that keeps inflation risk alive regardless of the outcome. This makes today's interest rate expectations extra important to follow, not only for the stock market, but for the entire precious metals complex. What do you think, will the CPI figure surprise in a dovish or hawkish direction? Sources: https://www.bls.gov/cpi/https://tradingeconomics.com/commodity/silverhttps://www.forex.com/ie/news-and-analysis/us-cpi-preview-will-inflation-tip-the-scales-on-a-fed-rate-hike-next-month/https://www.dn.no/dn-ekspress/kina/japan/sor-korea/teknologi-lofter-asia-for-amerikanske-inflasjonstall/2-1-2027782
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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 31.7.2026
Jakauma
- Osakkeet95%
- Muut4,5%
- Lyhyt korko0,6%