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Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Ranked 167 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Robert Naess

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.

Showing fund performance in Guernsey View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 167/173 Total Return
  • Rank 111/173 Standard Deviation
  • 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%

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

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%

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

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

Fund Info

  • Launch date16/10/2012
  • Share Class size68Mn
  • Base currencyEUR
  • ISIN LU0826409327
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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