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Nordea Invest Stabile Aktier

Ranked 2221 out of 3086 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 : 28/02/2016 - 28/02/2017
  • Rank 2221/3086 Total Return
  • Rank 1812/3086 Standard Deviation
  • Rank 2622/3086 Max Drawdown
Fund Name Currency Return
2221 Crelan Fund EconoStocks Cap USD

12.9%

2221 Nordea Invest Stabile Aktier USD

12.9%

2223 Ecofi Actions Croissance C USD

12.9%

Fund Name Currency Risk
1812 Trimark Series SC USD

10.4

1812 Nordea Invest Stabile Aktier USD

10.4

1812 OP-Ilmasto A USD

10.4

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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 size8,148Mn
  • 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).