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Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Ranked 162 out of 178 in - Long/Short Equity 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

The Sub-fund’s objective is to provide Shareholders with a long term capital appreciation that has a relatively low correlation with the returns of the equity markets. The Sub-fund typically enters into derivative instruments for the purpose of lowering this correlation. This Sub-fund shall invest a minimum of two-thirds of its total assets (after deduction of cash) in equities, other equity shares such as co-operative shares and participation certificates (equities and equity rights), dividend-right certificates, warrants on equities, Participatory Notes (P-Notes) and equity rights issued by companies worldwide.

Showing fund performance in Lithuania View performance globally

Performance

Long/Short Equity over : 31/01/2017 - 31/01/2018
  • Rank 162/178 Total Return
  • Rank 134/178 Standard Deviation
  • Rank 169/178 Max Drawdown
Fund Name Currency Return
160 DB Platinum Ivory Optimal R1C-E EUR

-2.0%

161 Ibercaja Alpha A, FI EUR

-2.4%

162 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

163 UBI SICAV - Long/Short Euro I EUR

-4.1%

164 Jupiter JGF Global Absolute Return I Cap EUR EUR

-4.2%

Fund Name Currency Risk
132 Liontrust GF European Strategic Equity A4 EUR Acc EUR

6.4

133 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

6.6

134 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.7

135 Finlabo Investments Sicav Dynamic US Equity P EUR

6.7

136 DNB Fund TMT Absolute Return A EUR EUR

6.8

Fund Name Currency Loss
167 Rhenman Healthcare Equity L/S I1 EUR C EUR

-9.0%

168 Esperia Funds SICAV Strategic Portfolio I EUR

-9.0%

169 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.1%

170 Auriga Investors - Global Allocation Fund A Cap EUR

-10.4%

171 TM Sanditon European Select F Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.4%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -4.9% 2.0% -2.2% -4.9% 0.2%
2016 -5.3% 7.7% 0.8% -5.8% -7.4%
2015 1.4% -0.8% -1.9% 3.6% 0.6%
2014 11.1% 4.3% 1.0% 1.8% 3.5%
2013 9.3% 7.8% 4.3% -3.8% 1.1%

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 date16/10/2012
  • Share Class size83Mn
  • Base currencyEUR
  • ISIN LU0826409327
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%

Related News

Nordea soft-closes star duo’s €1.1bn long/short equity fund

Nordic asset manager closes fund producing top quartile performance after hitting capacity limit, Citywire Selector has learned.

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