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Nordea Swedish Stars icke-utd

Ranked 3 out of 81 in - Sweden over 12 months
All calculations are in SEK unless stated

Objective

The fund invests in Swedish equities. Except in Swedish equities, the fund may invest up to 25% of their assets on the other Nordic stock markets. The Fund is managed by a so-called stock-picking process. The selection of shares in the Fund is based on a combination of financial analysis and ESG analysis. The fund may in addition invest in equity securities may invest up to 10% of their assets in other funds. The Fund may use derivatives, such as futures.

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

Performance

Sweden over : 31/08/2016 - 31/08/2017
  • Rank 3/81 Total Return
  • Rank 35/81 Standard Deviation
  • Rank 17/81 Max Drawdown
Fund Name Currency Return
1 PriorNilsson Sverige Aktiv A-klass SEK

19.4%

2 Nordea Alfa SEK

19.1%

3 Nordea Swedish Stars icke-utd SEK

18.2%

4 Norron Active R SEK Cap SEK

17.5%

5 C WorldWide SEK SEK

17.2%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 9.5% 5.0%
2016 11.4% -3.0% 0.9% 9.0% 4.6%
2015 3.7% 14.6% -3.3% -10.4% 4.5%
2014 14.4% 4.5% 3.3% -2.0% 8.1%
2013 22.3% 6.6% -0.9% 10.5% 4.8%
2012 17.4% 11.5% -6.1% 6.8% 4.9%
2011 -11.8% -1.3% 0.0% -20.0% 11.6%
2010 18.0% 4.3% -3.5% 10.8% 5.7%
2009 55.3% -4.7% 28.6% 16.7% 8.6%
2008 -37.7% -11.8% -6.9% -11.9% -13.8%
2007 -2.3% 6.3% 6.0% -3.4% -10.3%
2006 23.9% 12.9% -7.5% 6.5% 11.5%
2005 29.8% 5.3% 7.1% 7.0% 7.6%
2004 14.5% 7.8% 2.4% -1.6% 5.4%
2003 31.0% -6.4% 18.8% 5.1% 12.1%
2002 -36.3% -3.4% -21.5% -24.8% 11.8%
2001 -8.7% -14.2% 7.5% -18.9% 22.0%
2000 -7.5% 7.2% -5.0% -3.5% -5.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Sweden

Fund Info

  • Launch date26/10/1999
  • Share Class size11,190Mn
  • Base currencySEK
  • ISIN SE0000625238

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.40%
  • Initial investment0

Related News

Nordea unveils new global equity fund

Investment firm strengthens 'Stars' range with new strategy seeking long-term opportunities, Citywire Selector has learned.

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