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Balanced



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Fund Investment Principles

The objective of the sub-fund is to provide balanced investment strategy approach. This Sub-fund will regularly invest between 25% and 75% of its Net Asset Value in Equity Funds. This Sub-fund is suitable for the investor who considers investment funds as a convenient way of participating in capital market developments. This investor is comfortable with moderate risk and return potential. He prefers some stability and more average returns. The investor should be able to accept moderate temporary losses. Academic studies have shown that the asset allocation decision is the primary determinant of a portfolios performance. The fund is based on this principle and focuses solely on asset allocation for providing the appropriate return profile. The Sub-fund is suitable for the investor who can set aside the invested capital for at least 2-3 years.

Return of Investment 2012-02-06
CCY Price *) Var YTD **) 1 year 3 years 5 years
EUR 126.10 up +0.02 +5.84 -2.31 +17.43 -7.96

Performance for period: -1.45% Download data in CSV format

Show Price Variation Chart NAV History

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Fund information
Fund name Balanced
Unit price in base currency 126.10
Day variantion in % +0.02
Year to date variation in % +5.84
Annual variation in % -2.31
Fund manager Private Banking Investment Team,Nordea Bank S.A., Luxembourg
ISIN code LU0091716570
Launch date 1998-11-03
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.