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Nordea 1 Nordic Stars Equity BP EUR

Classé 5 sur 15 en - Pays nordiques sur 12 mois
All calculations are in EUR unless stated

Géré par

Mats J. Andersson

Mats J. Andersson was born in Gävle, Sweden in 1962. He attended Uppsala University where he obtained an MSc in Economics and Business Administration. Mats started his career in 1987 as a portfolio manager at ICA Företagen AB. In 1996 he joined Nordea Investment Management and is currently a portfolio manager working on institutional portfolios for Nordic small caps. He currently manages the Nordea 1- Nordic Equity small cap fund where he emphasizes importance to stock selection rather than to sector or country selection. Outside of fund management, Mats lists tennis and skiing as his main interests.

Marie Karlsson

Niklas Kristoffersson

Objectif

This Sub-fund shall invest a minimum of three-fourths of its Total Assets in equities and Equities Related Securities issued by companies which are domiciled or exercise the predominant part of their economic activity in the Nordic Region. Within these minimum three-fourths of Its Total Assets, the Sub-fund will have particular focus on the companies’ ability to comply with international standards for environmental, social and corporate governance and use this actively in the investment process.

Performance

Pays nordiques sur : 31/01/2017 - 31/01/2018
  • Classement 5/15 Rendement total
  • Classement 3/15 Ecart-type
  • Classement 2/15 Perte maximale

Rendement total

Performance trimestrielle

au 01/01/2018 Annuel T1 T2 T3 T4
2017 11,4% 4,6% 5,3% 2,5% -1,4%
2016 -0,7% -5,5% -1,0% 4,3% 1,8%
2015 12,7% 17,5% -3,2% -8,5% 8,2%
2014 4,2%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Danemark
  3. Finlande
  4. France
  5. Allemagne
  6. Italie
  7. Lettonie
  8. Lituanie
  9. Luxembourg
  10. Pays-Bas
  11. Norvège
  12. Espagne
  13. Suède
  14. Suisse
  15. Royaume-Uni

Information sur le fonds

  • Date de lancement19/08/2014
  • Taille de la share class03Mn
  • Devise de baseEUR
  • Code ISIN LU1079987720

Information pour achat

  • Minimum investissement de départ0
  • Montant minimum de versements périodiques0

Frais

  • Gestion annuelle1,50%

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).