DNB Fund Financials
Invest in the infrastructure of the global economy.
The financial sector is a crucial part of the global economy and facilitates growth and efficiency. It includes banks, insurance companies, and various financial service firms, and accounts for over 17 percent of the MSCI World Index – only the technology sector is larger. The sector has been unpopular since the financial crisis, but many companies have strengthened their balance sheets, adapted to stricter regulations, and today stand with more robust and profitable business models.
New technology creates new opportunities for players in the financial sector. Digitalization enables established companies to deliver better and more efficient services, while also opening the door for new and innovative players that challenge traditional business models.
The actively managed equity fund invests in 30–50 companies across a broad range of financial subsectors. The fund seeks attractively valued companies with strong competitive positions, good returns on invested capital, and disciplined capital allocation. The fund is classified as Article 8 and integrates ESG factors into the investment process.
Main investment areas:
The fund invests broadly in the financial sector: banks, insurance companies, and a variety of financial service enterprises – from payment solutions, exchanges, and information services to asset management, investment banks, and credit rating agencies – as well as digital platforms and specialized niche players within fintech.