Tunnusluvut
Juoksevat kulut
0,34%Omaisuusluokka
YhdistelmäKategoria
Yhdistelmä maltillinen, SEKPerusvaluutta
SEKLainoitusaste
-Avaintietoasiakirja
Fonden är en fondandelsfond med exponering mot den globala aktie-, ränte- och kreditmarknaden. Riktvärdet för placeringar mot aktiemarknaden är 60 procent. Fonden investerar huvudsakligen i andra värdepappersfonder och tillämpar hållbarhetskriterier i sina placeringar. Fonden har som mål att uppnå en långsiktig värdetillväxt genom en god riskspridning i placeringarna.
Vastaavan tyyppisiä rahastoja
Omistukset
Jakauma
- Osakkeet61,3%
- Pitkä korko44,1%
- Lyhyt korko−5,5%
Asiakkaat katsoivat myös
Foorumi
- ·28.9.I have moved my money from a savings account with 2,75% interest. Have separate funds for more long-term vs short-term with a, now annual return of approx. 19-20% Thought that my "travel fund 2027" -short-term- could stay here for about 1 year, am I thinking right when I now switched from nn försiktig to balanserad without risking the deposited sum? Don't want to take too many chances with the cash...🙂The target value is 60% equities in the fund, for my taste the risk becomes way too high on a one-year horizon. I would have kept the bulk in the savings account and maybe gambled with 10% of the money on funds.
- ·25.6.Compared to index funds, what do you say?Why do you want so many bonds in the fund? An index fund is usually based on an equity index. Don't know how old you are but if we're talking more than 10 years of saving, I would have chosen an index fund with 100% equities. Or maybe the mixed index fund Nordnet One Offensiv
- ·11.5.There's not much happening here.If you have a large amount of savings use it like a high interest savings account
- ·8.2.Do you think the fund is suitable for pension savings?Only if you are close to retirement or have already started withdrawing. Otherwise, choose a fund (or etf) with 100% stocks.
Uutiset
Tunnusluvut
Juoksevat kulut
0,34%Omaisuusluokka
YhdistelmäKategoria
Yhdistelmä maltillinen, SEKPerusvaluutta
SEKLainoitusaste
-Avaintietoasiakirja
Fonden är en fondandelsfond med exponering mot den globala aktie-, ränte- och kreditmarknaden. Riktvärdet för placeringar mot aktiemarknaden är 60 procent. Fonden investerar huvudsakligen i andra värdepappersfonder och tillämpar hållbarhetskriterier i sina placeringar. Fonden har som mål att uppnå en långsiktig värdetillväxt genom en god riskspridning i placeringarna.
Vastaavan tyyppisiä rahastoja
Uutiset
Omistukset
Jakauma
- Osakkeet61,3%
- Pitkä korko44,1%
- Lyhyt korko−5,5%
Asiakkaat katsoivat myös
Foorumi
- ·28.9.I have moved my money from a savings account with 2,75% interest. Have separate funds for more long-term vs short-term with a, now annual return of approx. 19-20% Thought that my "travel fund 2027" -short-term- could stay here for about 1 year, am I thinking right when I now switched from nn försiktig to balanserad without risking the deposited sum? Don't want to take too many chances with the cash...🙂The target value is 60% equities in the fund, for my taste the risk becomes way too high on a one-year horizon. I would have kept the bulk in the savings account and maybe gambled with 10% of the money on funds.
- ·25.6.Compared to index funds, what do you say?Why do you want so many bonds in the fund? An index fund is usually based on an equity index. Don't know how old you are but if we're talking more than 10 years of saving, I would have chosen an index fund with 100% equities. Or maybe the mixed index fund Nordnet One Offensiv
- ·11.5.There's not much happening here.If you have a large amount of savings use it like a high interest savings account
- ·8.2.Do you think the fund is suitable for pension savings?Only if you are close to retirement or have already started withdrawing. Otherwise, choose a fund (or etf) with 100% stocks.
Tunnusluvut
Juoksevat kulut
0,34%Omaisuusluokka
YhdistelmäKategoria
Yhdistelmä maltillinen, SEKPerusvaluutta
SEKLainoitusaste
-Avaintietoasiakirja
Fonden är en fondandelsfond med exponering mot den globala aktie-, ränte- och kreditmarknaden. Riktvärdet för placeringar mot aktiemarknaden är 60 procent. Fonden investerar huvudsakligen i andra värdepappersfonder och tillämpar hållbarhetskriterier i sina placeringar. Fonden har som mål att uppnå en långsiktig värdetillväxt genom en god riskspridning i placeringarna.
Vastaavan tyyppisiä rahastoja
Uutiset
Foorumi
- ·28.9.I have moved my money from a savings account with 2,75% interest. Have separate funds for more long-term vs short-term with a, now annual return of approx. 19-20% Thought that my "travel fund 2027" -short-term- could stay here for about 1 year, am I thinking right when I now switched from nn försiktig to balanserad without risking the deposited sum? Don't want to take too many chances with the cash...🙂The target value is 60% equities in the fund, for my taste the risk becomes way too high on a one-year horizon. I would have kept the bulk in the savings account and maybe gambled with 10% of the money on funds.
- ·25.6.Compared to index funds, what do you say?Why do you want so many bonds in the fund? An index fund is usually based on an equity index. Don't know how old you are but if we're talking more than 10 years of saving, I would have chosen an index fund with 100% equities. Or maybe the mixed index fund Nordnet One Offensiv
- ·11.5.There's not much happening here.If you have a large amount of savings use it like a high interest savings account
- ·8.2.Do you think the fund is suitable for pension savings?Only if you are close to retirement or have already started withdrawing. Otherwise, choose a fund (or etf) with 100% stocks.
Omistukset
Jakauma
- Osakkeet61,3%
- Pitkä korko44,1%
- Lyhyt korko−5,5%




