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Nordea Invest Stabile Aktier

Ranked 2948 out of 3178 in - Global over 12 months
All calculations are in USD 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 in global equities. The fund mainly invests its assets in listed shares and can place up to 10% of assets in unlisted shares. The fund may also invest up to 10% of its assets in units in other funds. The fund may use derivative financial instruments to reduce this risk. The fund's investments are screened against the UN Principles for Responsible Investment and other international standards.

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

Performance

Global over : 31/07/2016 - 31/07/2017
  • Rank 2948/3178 Total Return
  • Rank 2082/3178 Standard Deviation
  • Rank 2870/3178 Max Drawdown
Fund Name Currency Return
2947 Wingate Global Equity Foundation Units

Currency exposure is hedged

Currency exposure is hedged

AUD

6.3%

2948 Nordea Invest Stabile Aktier USD

6.3%

2948 Redwood Tactical Asset Allocation Series A USD

6.3%

2950 Alpha Shipping Equity USD

6.2%

Fund Name Currency Risk
2082 Nordea Invest Stabile Aktier USD

7.2

2082 MI Metropolis Valuefund A Acc USD

7.2

2082 ACATIS Value u.Dividende USD

7.2

2082 Wellington Durable Companies USD T Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

USD

7.2

2082 MT Total Return USD

7.2

2082 Liberte 50 USD

7.2

2082 FP Russell Invest International Growth Assts A Acc USD

7.2

2082 RZL Optimaal Paars USD

7.2

Fund Name Currency Loss
2868 Perspective Global Stocks 90 3 Cap USD

-7.0%

2868 PEC Global Equity Fund USD

-7.0%

2870 Nordea Invest Stabile Aktier USD

-7.0%

2870 IGS-Actions Europe Evolution AC USD

-7.0%

2872 Perspective Universal Selection Short Term 7 USD

-7.0%

2872 Origin P

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.0%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.3% 4.6%
2016 4.7% 5.7% 1.8% 0.9% -3.5%
2015 0.1% 0.1% -0.2% -4.8% 5.3%
2014 7.5% 3.4% 4.2% -2.0% 1.8%
2013 25.8% 8.1% 3.7% 5.8% 6.0%
2012 9.7% 6.3% -3.3% 7.2% -0.4%
2011 4.8% 4.1% 4.3% -9.3% 6.3%
2010 5.0% -1.2% -9.5% 13.0% 3.9%
2009 25.9% -12.0% 17.9% 12.3% 8.1%
2008 -28.0% 1.5% -7.8% -8.0% -16.5%
2007 2.9% 2.5% 3.3% 0.9% -3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date10/11/2006
  • Share Class size6,999Mn
  • Base currencyDKK
  • ISIN DK0060048304

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.53%

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