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Nordea 1 Global Stable Equity Euro Hedged BP EUR

Ranked 2610 out of 3198 in - Global over 12 months
All calculations are in USD 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 : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.7% 8.4% 3.4%
2016 2.9% 8.1% -0.8% 1.5% -5.4%
2015 -6.4% -7.3% 2.3% -4.4% 3.2%
2014 0.6% 2.9% 2.8% -6.0% 1.1%
2013 31.1% 8.2% 4.5% 7.3% 8.1%
2012 9.3% 7.4% -6.4% 7.3% 1.4%
2011 2.3% 7.9% 4.8% -12.9% 3.9%
2010 -3.7% -4.7% -16.1% 19.3% 1.0%
2009 21.4% -16.1% 19.8% 13.6% 6.4%
2008 -26.2% -0.5% -3.3% -12.1% -12.7%
2007 2.4% 2.8% -1.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
CVS Health Corp ORD 2.56
Nippon Telegraph and Telephone Corp ORD 2.45
Amgen Inc ORD 2.42
KDDI Corp ORD 2.24
Zimmer Biomet Holdings Inc ORD 2.22
Cognizant Technology Solutions Corp ORD 2.16
Walgreens Boots Alliance Inc ORD 2.16
Laboratory Corporation of America Holdings ORD 2.12
Verizon Communications Inc ORD 2.09
Cisco Systems Inc ORD 1.90

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 size249Mn
  • Base currencyEUR
  • ISIN LU0278529986

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • 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).