NN Financials Fund
The fund invests worldwide in the shares of financial institutions, such as banks, insurers and asset managers. The fund managers have a preference for companies with a structural competitive advantage and capitalise on various trends, such as changing regulations and an aging population. The manager is supported by specialised analysts.
Yield overview (after costs)
| 2015 | 2016 | 2017 | 2018 | 2019 | 2025 (YTD) |
|---|---|---|---|---|---|
| 11,04 | 17,63 | 10,50 | -16,77 | 30,00 | n/a |
- Date 07-10-2020
- Price € 16,51
- Performance YTD n/a
- Performance n/a
- Ongoing charges --
-
Transaction costs
with € 1.000,- example
-- - Dividend € 0,79
- Morningstar
Source: Morningstar
The fund invests worldwide in the shares of financial institutions, such as banks, insurers and asset managers. The fund managers have a preference for companies with a structural competitive advantage and capitalise on various trends, such as changing regulations and an aging population. The manager is supported by specialised analysts.
- Date 07-10-2020
- Price € 16,51
- Performance YTD n/a
- Performance n/a
- Ongoing charges --
-
Transaction costs
with € 1.000,- example
-- - Dividend € 0,79
- Morningstar
Source: Morningstar
| 2015 | 2016 | 2017 | 2018 | 2019 | 2025 (YTD) | |
|---|---|---|---|---|---|---|
| Return (%) | 11,04 | 17,63 | 10,50 | -16,77 | 30,00 | n/a |
Source: Morningstar
Past performance is not indicative of future results and should in no event be deemed as such. Returns are presented after all transactions costs.
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