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Nordea 1 - Global Climate and Environment BP EUR

Ranked 1 out of 1 in - Global Themes over 12 months
All calculations are in LVL unless stated

Managed by

Henning Padberg

Thomas Sørensen

Until 1997 Thomas Sørensen was a trade consultant at the Royal Danish Embassy in the Hague before he moved to Nordea AS based in Copenhagen where he has undertaken a number of responsibilities within portfolio management. He currently runs the Nordea 1 Sicav Climate and Environment Equity Fund using an agnostic investment style. Thomas graduated from Copenhagen Business School with a BSc in finance and outside of fund management he enjoys skiing.

Objective

The sub-fund's objective is to provide shareholders with long-term capital appreciation. The sub-fund invests globally and at least three-fourths of its total assets (excluding cash) in equity related securities issued by companies operating in alternative energy resource efficiency and environment protection.

Showing fund performance in Latvia View performance globally

Performance

Global Themes over : 31/08/2017 - 31/08/2018
  • Rank 1/1 Total Return
  • Rank 1/1 Standard Deviation
  • Rank 1/1 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9% 3.7%
2017 15.4% 7.6% -0.4% 4.4% 3.0%
2016 16.4% -3.9% 0.0% 9.6% 10.6%
2015 11.4% 15.4% -2.2% -11.1% 11.1%
2014 10.4% 5.3% 3.7% -0.7% 1.8%
2013 25.6% 11.4% 1.6% 7.1% 3.6%
2012 17.5% 12.9% -6.4% 4.3% 6.6%
2011 -14.2% 2.3% -4.3% -21.9% 12.3%
2010 3.3% -2.3% -4.8% 4.5% 6.3%
2009 31.0% -5.8% 22.2% 6.7% 6.7%
2008 6.8% -21.6% -25.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2018

Top 10 Holdings

Stock Size
Linde AG ORD 3.38%
ASML Holding NV ORD 3.20%
Johnson Controls International PLC ORD 3.04%
American Water Works Company Inc ORD 2.98%
Kerry Group PLC ORD 2.91%
Ecolab Inc ORD 2.88%
Quanta Services Inc ORD 2.81%
Eversource Energy ORD 2.70%
Hexcel Corp ORD 2.62%
Muenchener Rueckversicherungs Gesellschaft AG in Muenchen ORD 2.55%
31/07/2018

Registered For Sale In

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

Fund Info

  • Launch date13/03/2008
  • Share Class size272Mn
  • Base currencyEUR
  • ISIN LU0348926287

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.50%

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