Nordic Equity Fund

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Fund Investment Principles

The fund objective is to preserve the invested capital and to ensure high rate of return, which can be provided by development of the stock market of Scandinavian countries. According to the strategy most of the fund assets are invested in stocks of companies belonging to various industries and other equity securities, the trading volume or capitalisation of which reaches 935 million Euro. Companies are selected, by summarising external and internal information, as well as by assessing the stock price level, expected profitability and beneficial factors of each company (bottom-up method). This fund is suitable for experienced and demanding investors, who want to make long-term investments and are prepared to accept considerable short-term fluctuations in value. The recommended minimum investment period is 5 years. The fund manager may use the reference index (benchmark) for the purpose of evaluating the results and restricting the investment structure.

Return of Investment 2012-02-07
CCY	Price	*)	Var	YTD **)	1 year	3 years	5 years
EUR	51.60		-0.94	+12.81	-13.29	+70.06	-17.98

Performance for period: -10.62% Download data in CSV format

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Fund information
Fund name	Nordic Equity Fund
Unit price in base currency	51.60
Day variantion in %	-0.94
Year to date variation in %	+12.81
Annual variation in %	-13.29
Fund manager	Nordea Investment Management AB; Sweden
ISIN code	LU0064675639 (EUR) LU0173922476 (SEK) LU0173922559 (NOK)
Launch date	1992-05-04
Base currency	EUR
Minimum investment	50 EUR

*) In comparison to previous price
**) Year to date performance

Past performance is no indication of current or future performance.

Nordic Equity Fund

Fund Investment Principles

Fund documents