Nordea1 Stable Equity Long/Short Euro Hdg BP EUR
Managed by
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.
Performance
-
Rank 167/173 Total Return
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Rank 111/173 Standard Deviation
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Rank 163/173 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 165 | Esperia Funds SICAV Strategic Portfolio I | EUR | -6.5% |
| 166 | DB Platinum Ivory Optimal R1C-E | EUR | -7.0% |
| 167 |
Nordea1 Stable Equity Long/Short Euro Hdg BP EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | -9.9% |
| 168 |
TM Sanditon European Select F Acc EUR Hgd
Currency exposure is hedged Currency exposure is hedged |
EUR | -10.0% |
| 169 | Auriga Investors - Global Allocation Fund A Cap | EUR | -10.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 110 | UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a | EUR | 6.3 |
| 111 |
Nordea1 Stable Equity Long/Short Euro Hdg BP EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | 6.3 |
| 112 | AIM LUX AIM Europe Selection EUR-C | EUR | 6.4 |
| 113 | Tages Anavon Global Equity L/S Ucits S EUR Cap | EUR | 6.5 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 161 | Rhenman Healthcare Equity L/S I1 EUR C | EUR | -9.0% |
| 162 | DB Platinum IV Clinton Equity Strategies R1C-E | EUR | -9.5% |
| 163 |
Nordea1 Stable Equity Long/Short Euro Hdg BP EUR
Currency exposure is hedged Currency exposure is hedged |
EUR | -9.9% |
| 164 | Auriga Investors - Global Allocation Fund A Cap | EUR | -10.5% |
| 165 |
Rivoli International Fund V9 E
Currency exposure is hedged Currency exposure is hedged |
EUR | -10.8% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -3.4% | ||||
| 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
- Austria
- Denmark
- Estonia
- Finland
- France
- Germany
- Italy
- Latvia
- Lithuania
- Luxembourg
- Netherlands
- Norway
- Singapore
- Spain
- Sweden
- Switzerland
- United Kingdom
Fund Info
- Launch date16/10/2012
- Share Class size68Mn
- Base currencyEUR
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ISIN LU0826409327 - Currency exposure is hedged
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.20%