Tunnusluvut
Juoksevat kulut
1,81%Omaisuusluokka
OsakeKategoria
Sektori rahoituspalvelut osakkeetPerusvaluutta
USDLainoitusaste
80%Avaintietoasiakirja
The Portfolio objective is to seek long-term growth of capital by investing primarily in equity securities of U.S. and foreign financial services companies. The Portfolio considers a "financial services" company to be the one that, in the most recent fiscal year, derived at least 50% of it´s revenues or earnings from, or devoted at least 50% of it´s assets to, financial services. Financial services include banking, mortgage lending and servicing, securities and commodities trading, investment management, insurance, providing financial guarantees, leasing, credit card servicing and lending.
Vastaavan tyyppisiä rahastoja
Omistukset
Jakauma
- Osakkeet98,5%
- Lyhyt korko1,4%
Asiakkaat katsoivat myös
Foorumi
·19.12.2025This fund has done well recently. One should not complain about this. If we hadn't been in this bull market, a return of over 25% per year would have been very good. We have probably become spoiled. I have it in my EPK active portfolio and the same with DnB technology as well as some other goodies. We can certainly hope for similar returns next year, but I have my doubts. Especially with all of Trump's antics. I note that the European banks are beating the American ones hands down!
- ·23.10.2025Long time since anyone commented on this fund. Ever since this summer by Sam33. It has had its ups and downs, but has developed quite sideways. It's a bit strange after most banks delivered good numbers., but it's the future prospects that count. What the "yellow man" can come up with is crucial for further development.
- ·17.7.2025A bit strange, but I see that the fund has been updated for the 17th quite early today. Good increase, but the US stock exchanges don't close until 22:00. That can't be the correct price for this day? Any comments?
Uutiset
Tunnusluvut
Juoksevat kulut
1,81%Omaisuusluokka
OsakeKategoria
Sektori rahoituspalvelut osakkeetPerusvaluutta
USDLainoitusaste
80%Avaintietoasiakirja
The Portfolio objective is to seek long-term growth of capital by investing primarily in equity securities of U.S. and foreign financial services companies. The Portfolio considers a "financial services" company to be the one that, in the most recent fiscal year, derived at least 50% of it´s revenues or earnings from, or devoted at least 50% of it´s assets to, financial services. Financial services include banking, mortgage lending and servicing, securities and commodities trading, investment management, insurance, providing financial guarantees, leasing, credit card servicing and lending.
Vastaavan tyyppisiä rahastoja
Uutiset
Omistukset
Jakauma
- Osakkeet98,5%
- Lyhyt korko1,4%
Asiakkaat katsoivat myös
Foorumi
- ·19.12.2025This fund has done well recently. One should not complain about this. If we hadn't been in this bull market, a return of over 25% per year would have been very good. We have probably become spoiled. I have it in my EPK active portfolio and the same with DnB technology as well as some other goodies. We can certainly hope for similar returns next year, but I have my doubts. Especially with all of Trump's antics. I note that the European banks are beating the American ones hands down!
- ·23.10.2025Long time since anyone commented on this fund. Ever since this summer by Sam33. It has had its ups and downs, but has developed quite sideways. It's a bit strange after most banks delivered good numbers., but it's the future prospects that count. What the "yellow man" can come up with is crucial for further development.
- ·17.7.2025A bit strange, but I see that the fund has been updated for the 17th quite early today. Good increase, but the US stock exchanges don't close until 22:00. That can't be the correct price for this day? Any comments?
Tunnusluvut
Juoksevat kulut
1,81%Omaisuusluokka
OsakeKategoria
Sektori rahoituspalvelut osakkeetPerusvaluutta
USDLainoitusaste
80%Avaintietoasiakirja
The Portfolio objective is to seek long-term growth of capital by investing primarily in equity securities of U.S. and foreign financial services companies. The Portfolio considers a "financial services" company to be the one that, in the most recent fiscal year, derived at least 50% of it´s revenues or earnings from, or devoted at least 50% of it´s assets to, financial services. Financial services include banking, mortgage lending and servicing, securities and commodities trading, investment management, insurance, providing financial guarantees, leasing, credit card servicing and lending.
Vastaavan tyyppisiä rahastoja
Uutiset
Foorumi
- ·19.12.2025This fund has done well recently. One should not complain about this. If we hadn't been in this bull market, a return of over 25% per year would have been very good. We have probably become spoiled. I have it in my EPK active portfolio and the same with DnB technology as well as some other goodies. We can certainly hope for similar returns next year, but I have my doubts. Especially with all of Trump's antics. I note that the European banks are beating the American ones hands down!
- ·23.10.2025Long time since anyone commented on this fund. Ever since this summer by Sam33. It has had its ups and downs, but has developed quite sideways. It's a bit strange after most banks delivered good numbers., but it's the future prospects that count. What the "yellow man" can come up with is crucial for further development.
- ·17.7.2025A bit strange, but I see that the fund has been updated for the 17th quite early today. Good increase, but the US stock exchanges don't close until 22:00. That can't be the correct price for this day? Any comments?
Omistukset
Jakauma
- Osakkeet98,5%
- Lyhyt korko1,4%