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 177/183 Total Return
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Rank 146/183 Standard Deviation
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Rank 176/183 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 175 | Melchior Selected Trust Eur Enh Abs Ret I1 EUR Acc | EUR | -12.2% |
| 176 | UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a | EUR | -12.4% |
| 177 | Nordea1 Stable Equity Long/Short Euro Hdg BP EUR | EUR | -13.7% |
| 178 | Rivoli Equity Fund | EUR | -13.9% |
| 179 |
CF Odey Absolute Return EUR Hgd Inst Acc
Currency exposure is hedged Currency exposure is hedged |
EUR | -14.4% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 144 | UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a | EUR | 7.2 |
| 145 | Planetarium Fund Anthilia Red A | EUR | 7.2 |
| 146 | Nordea1 Stable Equity Long/Short Euro Hdg BP EUR | EUR | 7.3 |
| 146 | LFIS Vision UCITS- Equity Defender I EUR D | EUR | 7.3 |
| 148 | Lamartine Performance Long/Short | EUR | 7.5 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 174 | Odey Giano European R EUR Acc | EUR | -13.1% |
| 175 | UBS (Irl) Inv Sel - Equity Opp L/S Fd I-B-a | EUR | -13.1% |
| 176 | Nordea1 Stable Equity Long/Short Euro Hdg BP EUR | EUR | -13.7% |
| 177 | Rivoli Equity Fund | EUR | -13.9% |
| 178 | Melchior Selected Trust Eur Enh Abs Ret I1 EUR Acc | EUR | -15.1% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 2.0% | -2.2% | |||
| 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
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| CVS Health Corp ORD | 4.40 |
| Amgen Inc ORD | 3.77 |
| Imperial Brands PLC ORD | 3.44 |
| Verizon Communications Inc ORD | 3.34 |
| Cisco Systems Inc ORD | 3.12 |
| Autozone Inc ORD | 3.08 |
| Pfizer Inc ORD | 3.06 |
| Oracle Corp ORD | 2.94 |
| Medtronic PLC ORD | 2.54 |
| Alphabet Inc ORD | 2.47 |
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 size130Mn
- Base currencyEUR
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ISIN LU0826409327
Purchase Info
- Min. initial investment0
- Min. regular additional investment0
Charges
- Annual management1.20%