Nordea 1 - Nordic Equity Fund - E - SEK
LU2582066499
Nordea 1 - Nordic Equity Fund - E - SEK/ LU2582066499 /
NAV17/06/2024 |
Chg.-5.8201 |
Type de rendement |
Focus sur l'investissement |
Société de fonds |
1,330.1644SEK |
-0.44% |
reinvestment |
Equity
Scandinavia
|
Nordea Inv. Funds ▶ |
Stratégie d'investissement
The fund taps into a potential investment universe of Nordic-listed companies. This means that the fund has access to world class companies with strong global market positions, offering broad sector exposure within a relatively compact geographical area. The Nordic region has enjoyed more robust growth than Europe as a whole over the past 10 years. Nordic companies have sound financials and are positioned to benefit from global equity growth
Essentially the funds investment approach involves a fundamental bottom-up process, focusing on internal research and targeting stocks with three common characteristics: attractive valuation, positive earnings momentum and positive news flow. The stock market is screened using both external and internal sources with respect to key parameters, such as FCFy, EV/EBITDA, EV/EBIT, P/E, etc.
Objectif d'investissement
The fund taps into a potential investment universe of Nordic-listed companies. This means that the fund has access to world class companies with strong global market positions, offering broad sector exposure within a relatively compact geographical area. The Nordic region has enjoyed more robust growth than Europe as a whole over the past 10 years. Nordic companies have sound financials and are positioned to benefit from global equity growth
Opérations
Type de rendement: |
reinvestment |
Fonds Catégorie: |
Equity |
Région de placement: |
Scandinavia |
Branche: |
Mixed Sectors |
Benchmark: |
MSCI Nordic 10/40 Index (Net Return) |
Début de l'exercice: |
01/01 |
Dernière distribution: |
- |
Banque dépositaire: |
J.P. Morgan SE, Luxembourg Branch |
Domicile: |
Luxembourg |
Permission de distribution: |
Austria, Germany, Switzerland |
Gestionnaire du fonds: |
Nordic, Finnish and Swedish Equities Team |
Actif net: |
244.3 Mio.
EUR
|
Date de lancement: |
20/02/2023 |
Focus de l'investissement: |
- |
Conditions
Surtaxe d'émission: |
0.00% |
Frais d'administration max.: |
1.50% |
Investissement minimum: |
0.00 SEK |
Deposit fees: |
- |
Frais de rachat: |
0.00% |
Prospectus simplifié: |
- |
Société de fonds
Société de fonds: |
Nordea Inv. Funds |
Adresse: |
562, Rue de Neudorf, 2017, Luxembourg |
Pays: |
Luxembourg |
Internet: |
www.nordea.lu
|
Pays
Sweden |
|
32.58% |
Denmark |
|
31.89% |
Finland |
|
16.41% |
Norway |
|
9.86% |
Malta |
|
3.12% |
United Kingdom |
|
2.74% |
Faroe Islands |
|
2.48% |
Cash |
|
0.91% |
Autres |
|
0.01% |
Branches
Consumer goods |
|
23.32% |
Finance |
|
21.48% |
Industry |
|
20.55% |
Healthcare |
|
17.95% |
Commodities |
|
7.41% |
IT/Telecommunication |
|
6.00% |
Energy |
|
2.37% |
Cash |
|
0.91% |
Autres |
|
0.01% |