Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Nordea 1 Global Stable Equity Euro Hedged BP EUR

Ranked 3175 out of 3257 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.


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 globally. You can view performance in individual jurisdictions.


Global over : 28/02/2017 - 28/02/2018
  • Rank 3175/3257 Total Return
  • Rank 107/3257 Standard Deviation
  • Rank 972/3257 Max Drawdown
Fund Name Currency Risk
105 AB SICAV I-Low Volatility Equity Pf I USD USD


106 Robeco QI Inst Global Developed Conserv Eqs Fd III USD


107 Nordea 1 Global Stable Equity Euro Hedged BP EUR

Currency exposure is hedged

Currency exposure is hedged



108 Fidelity NorthStar Class Series B USD


109 State Street Global Defensive Equity Fund B USD


109 ACC Alpha select AMI

Currency exposure is hedged

Currency exposure is hedged



109 Fidelity NorthStar Fund Series B USD


109 Ventura Global Opportunities AUD Hedged Class A

Currency exposure is hedged

Currency exposure is hedged



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 size256Mn
  • Base currencyEUR
  • ISIN LU0278529986
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • 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.

Citywire fantasy fund of funds: early leader falls away in volatile markets

Six months into our fantasy fund of funds challenge, we identify the fund managers that have successfully navigated their way through recent choppy waters. 

Citywire fantasy funds of funds: The pressures of short term underperformance

After the first quarter of the Citywire Global team's fantasy fund of funds challenge, our performances are varying significantly, with some star managers producing some really poor short-term performance.

Fantasy funds of funds league: Citywire staff reveal their picks

For 2011, here on Citywire Global's editorial desk we're testing our skills in fund manager selection. We have each picked four fund managers and will compete to produce the best returns for the year ahead. Here, we reveal our line-ups.

Fund of funds manager Ritschel quits Nordea

Fund of funds manager Richard Ritschel has left Nordea, while the firm has also changed managers on its dollar bond and global core equity funds.

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