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

Nordea Inst Aktiefonden Stabil icke-utd

Ranked 3071 out of 3229 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 : 30/11/2016 - 30/11/2017
  • Rank 3071/3229 Total Return
  • Rank 1873/3229 Standard Deviation
  • Rank 2361/3229 Max Drawdown
Fund Name Currency Return
3069 Perspective Solid Companies 90 Timing USD 1 Cap USD

11.7%

3070 Franklin Mutual Global Discovery Fund;Z USD

11.7%

3071 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

11.4%

3071 Renaissance Real Assets Private Pool Premium Class USD

11.4%

3073 BCI Templeton Global Feeder A USD

11.4%

Fund Name Currency Risk
1873 Nykredit Invest Engros Global Opportunities USD

4.9

1873 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

4.9

1873 Trusteam Funds ROC R Cap USD

4.9

1873 JPM Global Unconstrained Equity A Dis USD USD

4.9

1873 AXA Growth Fund A USD

4.9

Fund Name Currency Loss
2361 Brandes Global Equity Fd Srs A USD

-1.2%

2361 Best Global Concept USD

-1.2%

2361 Thesis Destiny Sub Fund A USD

-1.2%

2361 Equity for Life I USD

-1.2%

2361 Perspective Universal Sel 90 Tim Optim USD 5 Cap USD

-1.2%

2361 Active Global Equity + EUR USD

-1.2%

2361 AFA GLOBAL WERTE STABILISIERUNGS - FONDS USD

-1.2%

2361 MFS Investment Funds-Glo Eq Euro Hedged Q1 EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.2%

2361 Nordea Inst Aktiefonden Stabil icke-utd

Currency exposure is hedged

Currency exposure is hedged

SEK

-1.2%

2361 Polaris Global Equity USD

-1.2%

2361 Apollo Styrian Global Equity A USD

-1.2%

2361 Schroder ISF QEP Global Active Value A Acc USD

-1.2%

2361 LCL Actions Diversification USD

-1.2%

2361 Fidelity Global Diversified Growth USD

-1.2%

2361 ACPI Horizon UCITS Fund USD

-1.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.0% 2.0% -0.1%
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 size3,528Mn
  • 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).