Stefnir - Icelandic Growth Fund

Overview

The Icelandic Growth Fund is a mutual fund managed by Stefnir hf., an independent financial company based in Reykjavík, Iceland. The fund primarily invests in Icelandic equities, including both listed companies on NASDAQ Iceland and unlisted private equity. It aims to provide investors with exposure to the Icelandic stock market, focusing on growth-oriented companies across various industries. The fund is suitable for investors seeking medium-risk investments with a recommended minimum investment period of three years. It offers a diversified portfolio across sectors such as financial services, retail, food & beverage, real estate, technology, healthcare, energy, telecommunications, transportation, media, tourism, construction, manufacturing, agriculture, and forestry. The fund's investment strategy involves selecting high-yielding investment options within these sectors. As of March 31, 2026, the fund's top holdings include Arion banki hf., Festi hf., JBT Marel Corp., Brim hf., Bera hf., Hagar hf., Kaldalón hf., Eik fasteignafélag hf., Stefnir - ÍS 5 hs., and Oculis Holding AG. The fund's ongoing cost is 2.02%. Investors are encouraged to review the fund's prospectus and key information documents before making investment decisions. Past performance is not indicative of future results, and investing in financial instruments involves risks, including the potential loss of principal. For more detailed information, including the fund's prospectus, key investor information, and financial statements, please visit Stefnir's official website or contact them directly.