Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Nordea 1 Global Stable Equity Euro Hedged BP EUR

Ranked 21 out of 23 in - Global over 12 months
All calculations are in EUR unless stated

Managed by

Robert Naess

Claus Vorm

Claus Vorm was born in Denmark in 1971. He graduated from the University of Aarhus with a master's degree in mathematics and economics and a PhD on the interplay between insurance and finance. Claus started his career in 2000 as an associate professor at the Laboratory of Actuarial Mathematics at Copenhagen University. In 2001 he joined McKinsey & Co as part of their financial institution group. Claus joined Nordea Investment Management in 2004 where he is currently a fund manager. He has been managing funds for over five years and is a member of the Danish Actuarial Society. Outside of fund management he enjoys golf and running.

Objective

This Sub-fund aims to preserve the Shareholders capital and to provide an adequate rate of return on the investment. The investment manager will focus, within the investment restriction limits listed below, on equities providing a potential of stable return over a time span of several years. The main focus will be equities with stable historical financial figures and with low or fair valuation. This Sub-fund shall invest globally and shall invest a minimum of three-fourths of its Total Assets in equities and Equity Related Securities.

Showing fund performance in Lithuania View performance globally

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 21/23 Total Return
  • Rank 7/23 Standard Deviation
  • Rank 20/23 Max Drawdown
Fund Name Currency Return
19 T Rowe Global Value Equity A Acc EUR

0.4%

20 Templeton Growth (Euro) A (acc) EUR EUR

0.1%

21 Nordea 1 Global Stable Equity Euro Hedged BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.4%

22 Nordea 1 - Global Stable Equity BP EUR EUR

-2.0%

23 Franklin Mutual Global Discovery A (acc) USD EUR

-2.5%

Fund Name Currency Loss
18 Templeton Growth (Euro) A (acc) EUR EUR

-6.7%

19 T Rowe Global Value Equity A Acc EUR

-6.7%

20 Nordea 1 Global Stable Equity Euro Hedged BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.4%

21 Nordea 1 - Global Stable Equity BP EUR EUR

-7.6%

22 Franklin Mutual Global Discovery A (acc) USD EUR

-7.7%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3%
2017 9.5% 4.3% 1.6% -0.2% 3.6%
2016 6.0% 3.0% 1.7% 0.4% 0.8%
2015 4.2% 4.5% -1.4% -4.6% 6.1%
2014 14.5% 2.9% 3.5% 1.9% 5.5%
2013 25.5% 11.1% 3.3% 3.0% 6.2%
2012 7.6% 4.7% -1.8% 5.9% -1.1%
2011 5.7% 2.0% 2.5% -5.9% 7.4%
2010 3.0% 1.0% -7.3% 7.0% 2.8%
2009 17.6% -12.2% 13.4% 9.0% 8.4%
2008 -22.4% -8.2% -2.8% -1.4% -11.8%
2007 0.9% -2.4% -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date05/03/2007
  • Share Class size229Mn
  • Base currencyEUR
  • ISIN LU0278529986
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Related News

Nordea to roll FoFs strategy into star duo’s equity fund

Investment firm informs shareholders of plans to roll long-running approach into long-only fund overseen by Citywire AA-rated pair.

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