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Nordea 1 Global Stable Equity Euro Hedged BP EUR

Ranked 11 out of 25 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 : 31/01/2017 - 31/01/2018
  • Rank 11/25 Total Return
  • Rank 1/25 Standard Deviation
  • Rank 1/25 Max Drawdown
Fund Name Currency Return
9 Nordea 1 - Global Portfolio BP EUR EUR

14.2%

10 Swedbank Fund of Funds 100 - E unit EUR

13.5%

11 Nordea 1 Global Stable Equity Euro Hedged BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

11.7%

12 Nordea FoF Multi Manager Fund Equity BP EUR EUR

11.5%

13 SEB Strategy Growth C SEK EUR

9.5%

Fund Name Currency Loss
1 Nordea 1 Global Stable Equity Euro Hedged BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.0%

2 Morgan Stanley Global Opportunity Z USD EUR

-1.3%

3 T Rowe Global Growth Equity A USD EUR

-1.3%

4 Swedbank Fund of Funds 100 - E unit EUR

-1.5%

5 LHV World Equities Fund A EUR

-1.8%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size270Mn
  • Base currencyEUR
  • ISIN LU0278529986
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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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).