Borea Nordisk Utbytte Verdipapirfond

Mutual Fund Vestland, Norway ·Founded 2024

Overview

Borea Nordisk Utbytte Verdipapirfond is a Norwegian mutual fund focusing on Nordic equities with a dividend strategy. The fund aims to provide investors with high returns by primarily investing in Nordic stocks and equity certificates of companies with strong dividend-paying capabilities. It is actively managed and adheres to Borea Asset Management's sustainability principles. The fund is suitable for investors seeking long-term investments of at least five years and who are comfortable with potential significant value fluctuations and the risk of losing money. It is open for purchase and sale on all banking days in Norway, with investments reinvested continuously, contributing to the unit value. As of August 19, 2025, the fund has delivered a return of 34.6% over its first 250 days, outperforming other Norwegian dividend funds and both the Oslo Stock Exchange and Nordic indices. The fund's assets under management surpassed one billion Norwegian kroner, reflecting strong investor interest and performance.

Portfolio Companies

Sparebanken MøreWenaasgruppen ASMP PensjonKommunal LandspensjonskassePareto Aksje NorgeWenaas EFTF ASFondsfinans UtbytteBeka Holding ASJ.P. Morgan SELapas ASBKK PensjonskasseForsvarets PersonellserviceSparebankstiftelsen Sparebanken MøreHjellegjerde Invest ASU Aandahls Eftf ASPIBCO ASBorghild Hanna Møller

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Frequently asked questions about Borea Nordisk Utbytte Verdipapirfond

What sectors does Borea Nordisk Utbytte Verdipapirfond invest in?

Borea Nordisk Utbytte Verdipapirfond invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Vestland, Norway. Borea Nordisk Utbytte Verdipapirfond is listed as a mutual fund in the ConnectSafely investor database.

What stage does Borea Nordisk Utbytte Verdipapirfond invest at?

Borea Nordisk Utbytte Verdipapirfond backs companies at Growth and Late Stage, writing cheques of 1M - 50M.

Which regions does Borea Nordisk Utbytte Verdipapirfond invest in?

Borea Nordisk Utbytte Verdipapirfond invests across Denmark, Sweden, Norway, Finland and Iceland.

What companies has Borea Nordisk Utbytte Verdipapirfond invested in?

Borea Nordisk Utbytte Verdipapirfond's portfolio includes Sparebanken Møre, Wenaasgruppen AS, MP Pensjon, Kommunal Landspensjonskasse, Pareto Aksje Norge, Wenaas EFTF AS, Fondsfinans Utbytte and Beka Holding AS.

Last updated · Source: ConnectSafely investor database