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
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Rank 170/181 Total Return
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Rank 137/181 Standard Deviation
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Rank 168/181 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 168 | BG Sicav Threadneedle Gl Eq Long-Short DL Cap EUR | EUR | -8.7% |
| 169 | RF Capital Sierra Europe UCITS C EUR | EUR | -10.1% |
| 170 | Nordea1 Stable Equity Long/Short Euro Hdg BP EUR | EUR | -10.2% |
| 171 | Odey Giano European R EUR Acc | EUR | -11.6% |
| 172 | Rivoli Equity Fund | EUR | -12.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 135 |
InRIS UCITS PLC-R Parus I EUR Hedged
Currency exposure is hedged Currency exposure is hedged |
EUR | 8.1 |
| 135 | Ennismore European Smaller Companies EUR | EUR | 8.1 |
| 137 | Nordea1 Stable Equity Long/Short Euro Hdg BP EUR | EUR | 8.4 |
| 138 | Kairos International Sicav - Italia P | EUR | 8.8 |
| 139 | Planetarium Fund Anthilia Red A | EUR | 9.1 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 166 | Melchior Sel Trust European Absolute Ret I1 | EUR | -12.8% |
| 167 | SWMC European B EUR | EUR | -12.8% |
| 168 | Nordea1 Stable Equity Long/Short Euro Hdg BP EUR | EUR | -12.9% |
| 169 | Odey Giano European R EUR Acc | EUR | -14.3% |
| 170 | Algebris Financial Equity B EUR Acc | EUR | -14.3% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 2.0% | ||||
| 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 size142Mn
- Base currencyEUR
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ISIN LU0826409327
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.20%