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Nordea Korkotuotto A Kasvu

Ranked 10 out of 194 in - Euro Short Term over 36 months
All calculations are in EUR unless stated

Managed by

Jacob Topp

Jacob Topp manages bond funds with a macro, fundamental investment style at Nordea Investment Management in Copenhagen. Prior to joining Nordea in 1999, he worked at the Denmark National Bank from 1991, and he spent 12 years from 1988 as an external professor in monetary economics at Copenhagen University where he had previously studied economics. Jacob started his career at the Danish Ministry of Finance. Away from fund management he enjoys soccer and music.

Objective

The fund is a short-duration fixed-income fund. Invests in bonds, money-market instruments and other fixed-income instruments. Bond investments can include subordinated debt instruments, such as contingent convertible bonds. The issuers of the investment instruments can be banks and companies with a good credit rating as well as govern- ments, municipalities. The investments are mainly made in euros. Fixed-income instruments issued or guaranteed by other issuers than governments, municipalities or other public-sector entities are required to have at least the following ratings given by an approved credit rating agency: BBB-, Baa3 or corresponding long-term rating.

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

Performance

Euro Short Term over : 31/01/2015 - 31/01/2018
  • Rank 10/194 Total Return
  • Rank 189/194 Standard Deviation
  • Rank 186/194 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 3.9% 1.3% 1.4% 0.5% 0.7%
2016 0.6% -2.4% -0.6% 2.5% 1.3%
2015 0.8% 0.9% -0.6% -1.3% 1.9%
2014 2.1% 1.3% 1.6% 0.1% -0.8%
2013 5.7% 1.0% 0.8% 2.2% 1.6%
2012 16.5% 8.7% -1.1% 4.3% 4.0%
2011 -2.1% 5.2% 0.0% -6.5% -0.5%
2010 1.0% 6.0% -3.5% 4.3% -5.3%
2009 8.6% -1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland

Fund Info

  • Launch date03/05/2009
  • Share Class size165Mn
  • Base currencyEUR
  • ISIN FI0008814512

Purchase Info

  • Min. initial investment10
  • Min. regular additional investment40

Charges

  • Annual management0.60%
  • 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).