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Nordea Inst Aktiefonden Stabil icke-utd

Ranked 3055 out of 3178 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 : 31/07/2016 - 31/07/2017
  • Rank 3055/3178 Total Return
  • Rank 1200/3178 Standard Deviation
  • Rank 2473/3178 Max Drawdown
Fund Name Currency Return
3053 Estructurado Europa Desarrollada Nivel 100 USD

3.6%

3054 Chadwick & D'Amato Fund USD

3.6%

3055 SF (Lux) Sic 3 Key Multi Mgr Hgd Fd Focused CHF Ic

Currency exposure is hedged

Currency exposure is hedged

CHF

3.6%

3055 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

3.6%

3057 Marathon Stiftungsfonds LAC USD

3.6%

Fund Name Currency Risk
1200 BG Sel Columbia Threadneedle Gl Eq Alpha A Cap EUR USD

5.8

1200 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

5.8

1200 Aviva Grandes Marques A USD

5.8

1200 Conductor Global Equity Value Fund;I USD

5.8

1200 MCVM Global Brands Fonds R H-EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

5.8

1200 M&G Global Select A Inc USD

5.8

1200 La Francaise Inflection Point Trend Prevention I USD

5.8

1200 NN (L) Global Sustainable Equity P Cap EUR USD

5.8

1200 Medi Audace USD

5.8

1200 MFS Global Equity Value USD

5.8

1200 Cook & Bynum Fund USD

5.8

Fund Name Currency Loss
2473 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

-5.0%

2473 Mawer Global Balanced Srs A USD

-5.0%

2473 Baring Global Leaders A USD Inc USD

-5.0%

2473 Stryx World Growth USD USD

-5.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% 2.0%
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 size3,631Mn
  • 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).