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Nordea 1 Global Stable Equity Euro Hedged BP EUR

Ranked 2886 out of 3091 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.

Objective

This Sub-fund shall invest globally and 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 and equity rights.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/03/2016 - 31/03/2017
  • Rank 2886/3091 Total Return
  • Rank 1875/3091 Standard Deviation
  • Rank 2894/3091 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.7%
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

Breakdown

31/01/2017

Top 10 Holdings

Stock Size
Nippon Telegraph and Telephone Corp ORD 3.00
Anthem Inc ORD 2.85
Johnson & Johnson ORD 2.84
KDDI Corp ORD 2.65
CVS Health Corp ORD 2.62
Zimmer Biomet Holdings Inc ORD 2.47
Apple Inc ORD 2.22
Amgen Inc ORD 2.09
Laboratory Corporation of America Holdings ORD 2.05
Cognizant Technology Solutions Corp ORD 2.02
31/01/2017

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 size239Mn
  • Base currencyEUR
  • ISIN LU0278529986

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).