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Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Ranked 144 out of 169 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 : 31/08/2017 - 31/08/2018
  • Rank 144/169 Total Return
  • Rank 125/169 Standard Deviation
  • Rank 140/169 Max Drawdown
Fund Name Currency Return
142 DNB Fund ECO Absolute Return A EUR EUR

-4.9%

143 Atlante Target Italy Hedged A

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.2%

144 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-5.2%

145 Alternative Beta - Absolute Return fund EUR

-5.6%

146 Kairos International Sicav - Pegasus UCITS P EUR EUR

-5.7%

Fund Name Currency Risk
123 Artemis Pan European Absolute Return I EUR hedged

Currency exposure is hedged

Currency exposure is hedged

EUR

7.4

124 Lemanik Sicav Adwise Long/Short Cap Ret EUR EUR

7.4

125 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

7.4

126 Finlabo Investments Sicav Dynamic US Equity P EUR

7.5

127 Threadneedle (Lux)-Pan European Absolute Alpha AE EUR

7.5

Fund Name Currency Loss
138 Planetarium Fund Anthilia Silver B EUR

-8.0%

139 LF Odey Absolute Return EUR Hgd Inst Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.1%

140 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-8.1%

141 DNCA Invest Velador B EUR

-8.4%

142 DNCA Invest Miura B EUR

-8.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% -3.3%
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

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Roche Holding AG Par 3.80%
Autozone Inc ORD 3.42%
Oracle Corp ORD 3.42%
Nippon Telegraph and Telephone Corp ORD 3.21%
Bank of Nova Scotia ORD 3.02%
British American Tobacco PLC ORD 2.87%
Bayer AG ORD 2.85%
Chubb Ltd ORD 2.78%
Imperial Brands PLC ORD 2.75%
Pfizer Inc ORD 2.71%
31/07/2018

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 size44Mn
  • Base currencyEUR
  • ISIN LU0826409327
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%

Related News

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Asbjørn Trolle Hansen lifts the lid on the rising investor interest in the blockbuster strategy and how the team is handling the surge.

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).