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Nordea 1 - Global Opportunity BP EUR

Ranked 5 out of 23 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Eileen Riley

Eileen Riley is a vice president of Loomis, Sayles & Company and co-portfolio manager for the Loomis Sayles global equity strategy and the Loomis Sayles Global Equity and Income Fund, as well as co-manager for the IA Clarington Global Tactical Income Fund. Eileen began her investment industry career at Loomis Sayles in 1998 as a member of the international equity team. After pursuing her MBA, she returned to Loomis Sayles as a senior global equity analyst covering the consumer and technology services sectors for the firm’s central research group. Eileen later joined the global equity team as a dedicated product analyst. She was promoted to co-portfolio manager in 2013. Prior to joining Loomis Sayles, Eileen was a Fulbright student grant recipient in Germany. She earned a BA with honors from Amherst College and an MBA from the Harvard Business School. Eileen is a member of the Boston Security Analysts Society.

Objective

This Sub-fund invests globally and shall invest a minimum of 2/3 of its total assets (after deduction of cash) world-wide in equities and Equities Related Securities. This Sub-fund may invest up to 1/3 of its total assets worldwide in bonds and other debt instruments denominated in various currencies and warrants on bonds. This Sub-fund may invest up to 20% of its total assets in asset backed securities and mortgage backed securities.

Showing fund performance in Lithuania View performance globally

Performance

Global over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.0% 10.8%
2017 15.0% 6.9% 1.1% 0.7% 5.8%
2016 2.3% -6.9% 0.1% 5.2% 4.3%
2015 14.0% 17.0% -4.0% -8.3% 10.6%
2014 16.6% -1.2% 5.9% 6.0% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Estonia
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Latvia
  9. Lithuania
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date12/11/2013
  • Share Class size04Mn
  • Base currencyEUR
  • ISIN LU0975280552

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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