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Nordea Inst Aktiefonden Stabil icke-utd

Ranked 2291 out of 3091 in - Global over 12 months
All calculations are in SEK unless stated

Managed by

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 Fund invests globally in equities. It is not managed against benchmark and the distribution between regions and sectors varies. The fund invests in companies that have historically shown stable earnings and share performance compared to the market and therefore is expected, over time provide more stable returns than other global equity funds. Foreign holdings are hedged to Swedish currency.

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

Performance

Global over : 31/03/2016 - 31/03/2017
  • Rank 2291/3091 Total Return
  • Rank 893/3091 Standard Deviation
  • Rank 1999/3091 Max Drawdown
Fund Name Currency Return
2291 BEA Union Investment Global Themes Fund A USD

7.1%

2291 CB - Save Earth R Cap USD

7.1%

2291 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

7.1%

Fund Name Currency Loss
1999 Baring Global Leaders A USD Inc USD

-5.0%

1999 DekaStruktur: 2 ChancePlus USD

-5.0%

1999 Stryx World Growth USD USD

-5.0%

1999 TreeTop Global Opportunities B USD USD

-5.0%

1999 Mawer Global Balanced Srs A USD

-5.0%

1999 Edmond de Rothschild Fund-Global Value A EUR USD

-5.0%

1999 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

-5.0%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.0%
2016 6.3% 3.2% 1.8% 0.4% 0.7%
2015 6.0% 6.2% -1.2% -4.5% 5.7%
2014 15.4% 3.6% 3.7% 2.5% 4.8%
2013 27.3% 10.4% 4.0% 3.7% 6.9%
2012 10.8% 6.0% -1.5% 5.9% 0.3%
2011 5.6% 1.4% 2.9% -5.3% 6.8%
2010 6.2% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date21/05/2010
  • Share Class size3,866Mn
  • Base currencySEK
  • ISIN SE0004330173
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

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