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Nordea Inv Globale Aktier Indeks

Ranked 1369 out of 3213 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Ruben Knudsen

Danish-born Ruben Knudsen studied at Copenhagen Business School before joining Nordea in 2001. He employs a quantitative investment style over the three Japanese equities funds which he has managed since 2007, using futures to cover his cash holding. Ruben holds a Graduate Diploma in Business Administration (Finance).

Objective

The Fund invests globally in equities. The Fund may invest up to 20 % of its assets in cash and up to 10 % in unlisted shares. In case of foreign investments there is a currency risk. The Fund may use derivative financial instruments to follow fund benchmark as closely as possible. The fund investments are screened on the basis of the UN Principles for responsible investment and other international standards. The fund is actively managed.

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

Performance

Global over : 31/10/2016 - 31/10/2017
  • Rank 1369/3213 Total Return
  • Rank 270/3213 Standard Deviation
  • Rank 587/3213 Max Drawdown
Fund Name Currency Return
1367 UniGlobal II A USD

22.3%

1367 MultiSelect Welt-Aktien I USD

22.3%

1369 BEA Union Investment Global Equity A HKD USD

22.3%

1369 Nordea Inv Globale Aktier Indeks USD

22.3%

1369 SWC (LU) PF Equity AT USD

22.3%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% 3.9% 4.5%
2016 6.3% -0.9% -0.2% 5.6% 1.7%
2015 -0.8% 2.0% -0.3% -8.4% 6.5%
2014 5.7% 1.7% 5.0% -2.1% 1.0%
2013 26.3% 8.3% 0.7% 7.9% 7.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date19/11/2012
  • Share Class size801Mn
  • Base currencyDKK
  • ISIN DK0060451623

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.35%

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