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Nordea Invest Europa

Ranked 649 out of 1015 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Kasper Elmgreen

Thomas Sørensen

Until 1997 Thomas Sørensen was a trade consultant at the Royal Danish Embassy in the Hague before he moved to Nordea AS based in Copenhagen where he has undertaken a number of responsibilities within portfolio management. He currently runs the Nordea 1 Sicav Climate and Environment Equity Fund using an agnostic investment style. Thomas graduated from Copenhagen Business School with a BSc in finance and outside of fund management he enjoys skiing.

Objective

The Fund invests broadly in European stocks, but may invest up to 10 % of its assets in shares outside Europe. The Fund invests its assets in listed shares and may invest up to 10 % in unlisted shares. The Fund may use derivative financial instruments to reduce this risk. The fund is in compliance with the UN Principles for responsible investment and other international standards.

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

Performance

Europe over : 30/11/2016 - 30/11/2017
  • Rank 649/1015 Total Return
  • Rank 559/1015 Standard Deviation
  • Rank 576/1015 Max Drawdown
Fund Name Currency Return
647 Allianz Aktien Europa - A - EUR EUR

13.9%

648 Handelsinvest Europa EUR

13.9%

649 Claresco SICAV Europe P EUR

13.9%

649 KEPLER Europa Aktienfonds A EUR

13.9%

649 Nordea Invest Europa EUR

13.9%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.6% 0.8% 1.9%
2016 1.9% -7.4% -1.3% 3.4% 7.9%
2015 14.1% 18.7% -1.0% -8.0% 5.5%
2014 4.6% 3.2% 2.2% -0.8% 0.0%
2013 11.8% 2.8% -3.7% 7.8% 4.8%
2012 17.6% 10.3% -4.6% 8.5% 3.0%
2011 -16.3% 3.0% 0.2% -25.7% 9.2%
2010 8.9% 3.6% -8.2% 8.9% 5.0%
2009 31.3% -11.4% 20.0% 16.6% 5.9%
2008 -43.0% -14.8% -4.5% -10.6% -21.7%
2007 3.1% 2.5% 7.2% -2.0% -4.3%
2006 17.2% 7.3% -3.2% 8.7% 3.8%
2005 24.3% 5.7% 5.6% 7.4% 3.7%
2004 4.4% 1.6% 0.7% -1.9% 4.0%
2003 10.7% -13.3% 16.1% -0.7% 10.8%
2002 -17.1% -25.1% 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date30/09/1988
  • Share Class size2,996Mn
  • Base currencyDKK
  • ISIN DK0010265693

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.36%

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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).