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Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Ranked 171 out of 174 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Robert Naess

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 Sub-fund’s objective is to provide Shareholders with a long term capital appreciation that has a relatively low correlation with the returns of the equity markets. The Sub-fund typically enters into derivative instruments for the purpose of lowering this correlation. This Sub-fund shall invest a minimum of two-thirds of its total assets (after deduction of cash) in equities, other equity shares such as co-operative shares and participation certificates (equities and equity rights), dividend-right certificates, warrants on equities, Participatory Notes (P-Notes) and equity rights issued by companies worldwide.

Showing fund performance in Chile View performance globally

Performance

Long/Short Equity over : 30/06/2017 - 30/06/2018
  • Rank 171/174 Total Return
  • Rank 119/174 Standard Deviation
  • Rank 164/174 Max Drawdown
Fund Name Currency Return
169 First Private Dynamic Equity Allocation A EUR

-9.5%

170 Rivoli International Fund E EUR

-10.6%

171 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-11.0%

172 DB Platinum Ivory Optimal R1C-E EUR

-12.6%

173 PE-Invest 1 EUR

-15.8%

Fund Name Currency Risk
117 LUX IM Pictet Future Trends DL Cap EUR EUR

6.6

118 Invesco Pan European Equity Long/Short Fund A-Acc EUR

6.7

119 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

6.8

120 Tactical Equity Overlay C

Currency exposure is hedged

Currency exposure is hedged

EUR

6.9

121 Threadneedle UK Absolute Alpha Ret Net Acc EUR EUR

6.9

Fund Name Currency Loss
162 MS Alkeon UCITS I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-10.8%

163 DB Platinum IV Clinton Equity Strategies R1C-E EUR

-10.9%

164 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-11.2%

165 Hector SICAV Campsor Long Short Eq B EUR Cap EUR

-11.3%

166 Arcus Japan Long/Short Institutional EUR EUR

-11.9%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% -3.3%
2017 -4.9% 2.0% -2.2% -4.9% 0.2%
2016 -5.3% 7.7% 0.8% -5.8% -7.4%
2015 1.4% -0.8% -1.9% 3.6% 0.6%
2014 11.1% 4.3% 1.0% 1.8% 3.5%
2013 9.3% 7.8% 4.3% -3.8% 1.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Estonia
  4. Finland
  5. France
  6. Germany
  7. Italy
  8. Latvia
  9. Lithuania
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date16/10/2012
  • Share Class size46Mn
  • Base currencyEUR
  • ISIN LU0826409327
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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