Equity fund
Equity funds are suitable for people who want to save for more than six years and who can tolerate volatility in value in the meantime. You can choose between active management or index-based management.
What is an equity fund?
An equity fund is a fund where at least 80% of the money is invested in shares. With an equity fund, you have ownership interests in many companies, which means that the risk is spread. The value of an equity fund will fluctuate, and we therefore recommend a savings period of at least six years.
The expected annual return on an equity fund is approximately three to five percent more than in a savings account over a period of at least six years. You can withdraw the money from the mutual fund whenever you want, and if you get more money back than you’ve deposited into the mutual fund, you’ll have to pay tax on the profit.
The difference between shares and equity funds (in Norwegian only)
Differences between different types of equity funds (in Norwegian only)
Some of our mutual funds:
Global equity funds
Healthcare funds
Mutual funds with sustainability profile
Regional equity funds
Themed equity funds
Different types of equity fund (in Norwegian only)
DNB Aktiv 100
This fund normally has a proportion of equities of 100%. You should save for more than six years and be able to tolerate the value fluctuating quite a bit sometimes along the way.
How to get started with saving in mutual funds and shares (in Norwegian only)
Get an overview of your mutual funds
With the savings app Spare you can easily buy, sell and follow the growth of your mutual funds.
Give a mutual funds as a gift
Give a gift that can grow in value!
Pricing model for mutual funds
Here you’ll find all the information about the pricing model for mutual funds.
Share savings account
Everyone who saves in mutual funds that have more than 80% shares should have a share savings account. Buy, sell or exchange equity funds without triggering tax along the way.
Equity funds FAQs
Historical returns are no guarantee of future returns. Future returns will depend, among other things, on market developments, the skill of the Portfolio Manager, the mutual fund’s risk, and the management costs. Returns may be negative as a result of mark-to-market losses.
Compare our prices with other companies at Finansportalen.no.
EU classification of mutual funds and sustainability in our advisory services
SFDR is the regulation in the EU action plan for sustainable finance. SFDR ensures that financial institutions publish their financial products’ investment strategy, investment objectives and actual investments.
Our mutual fund products
Equity fund
For people who want to save long term and can tolerate fluctuations
Index fund
Equity fund for people who prioritise low costs
Balanced fund
Balanced fund invests in both fixed-income securities and shares
Fixed-income fund
Mutual fund that invests the money in fixed-income securities
Mutual fund with sustainability profile
Mutual fund with a focus on climate, environment and the oceans.
Gift fund
Give a gift that can grow in value, minimum amount NOK 100
DNB Lev Mer
Good balance of equities and fixed-income securities, adapted to age bracket
Individual pension savings (IPS),
Fixed savings with tax deferral
Share savings account
Makes it easier for you to save in shares and equity funds
Investment account
Access to both securities and mutual funds in the same solution
Downloadable forms
We have gathered all of the forms onto one page