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Nordea 1 - Alpha 15 MA BI EUR

Ranked 10 out of 112 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Asbjørn Trolle Hansen

Asbjørn Trolle Hansen is Head of the Asset Allocation Team at Nordea Investment Management. Hansen joined Nordea in 2004, after having held positions at Alfred Berg, Dresdner Kleinwort Benson and NatWest. He co-manages the Nordea 1 – Stable Return fund alongside Claus Vorm and is also lead manager on the Nordea 1- Multi Asset Plus fund. Hansen has not changed his bottom-up, fundamental investment style during his tenure on the funds, although he says that he has introduced new strategies to adapt to changes in the markets. He attended both the University of Aarhus and the London School of Economics, and holds a PhD in Mathematical Finance.

Objective

The sub-fund aims to provide an attractive absolute return by taking long or short exposures in a broad range of asset types such as equity related securities, debt securities and money market instruments from various economic sectors, industries, regions and countries directly or via the use of derivatives. The sub-fund will utilize a number of different, overall low correlated investment strategies to generate alpha. For shorter periods of time, the portfolio is however exposed to the effects of changing strategies, such as directional and relative value strategies.

Showing fund performance in Lithuania View performance globally

Performance

Multi Strategy over : 31/08/2017 - 31/08/2018
  • Rank 10/112 Total Return
  • Rank 80/112 Standard Deviation
  • Rank 47/112 Max Drawdown
Fund Name Currency Return
8 AZ Fund 1 Formula 1 - Absolute A AZ FUND Acc EUR

3.9%

9 Franklin K2 Long Short Credit A (Ydis) EUR EUR

3.9%

10 Nordea 1 - Alpha 15 MA BI EUR EUR

3.5%

11 THEAM Quant FI High Vol I EUR

3.3%

12 Neuberger Berman Uncorrelated Strategies HEUR I5Ac

Currency exposure is hedged

Currency exposure is hedged

EUR

3.2%

Fund Name Currency Loss
45 Goldman Sachs Abs Return Tracker Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

46 AZ Fund 1 Formula 1 - Absolute A AZ FUND Acc EUR

-3.5%

47 Nordea 1 - Alpha 15 MA BI EUR EUR

-3.5%

48 Legg Mason EnTrustPermal Alt Inc Strat A EUR Ac H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.6%

49 Lupus alpha Volatility Risk-Premium EUR

-3.8%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 1.5% -3.5%
2017 12.8% 10.4% -1.7% 0.3% 3.6%
2016 13.9% 8.6% 8.0% 5.1% -7.5%
2015 9.6% 9.0% -3.4% 3.5% 0.6%
2014 3.4% -1.5% 10.9% -0.5% -4.8%
2013 -3.3% 1.8% -5.5% -3.1% 3.7%
2012 10.1% 4.4% -2.2% 5.2% 2.5%
2011 -4.7% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Estonia
  4. France
  5. Germany
  6. Italy
  7. Latvia
  8. Lithuania
  9. Luxembourg
  10. Netherlands
  11. Poland
  12. Spain
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date15/06/2011
  • Share Class size201Mn
  • Base currencyEUR
  • ISIN LU0607983383

Purchase Info

  • Min. initial investment75,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).