Nordea 1 - Latin American Equity Fund BI NOK
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General Objective
The fund aims to outperform the MSCI LatAm 10/40 Index over a three-year period through an active top-down and bottom-up, fundamentally oriented investment approach combined with local market insights. The target excess return is 3% per annum above the benchmark with an ex-ante tracking error of ± 6% per annum.
Fund Exposure
The portfolio will hold on average 40-60 stocks, with no short selling allowed. The top-down analysis mainly determines country allocation, while the bottom-up analysis has a greater impact on stock picking inside a given country. The most important source of excess return will be stock-picking. The fund is actively managed and the risk characteristics of the fund’s portfolio may bear some resemblance to those of the benchmark.
Risks
The value of the investment can go up and down, and investors may not recover the full amount invested.
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Source
https://www.nordea.lu/
Tags:
equitieslatin americamsci em latin america
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OTHER SHARE CLASSES OF THIS FUND
Nordea 1 - Latin American Equity Fund BF EUR
Nordea 1 - Latin American Equity Fund BF EUR
Nordea 1 - Latin American Equity Fund BF EUR
Annual Return
-50%0%+50%
Risk level
110
1.17%EUR 13.98
Nordea 1 - Latin American Equity Fund E EUR
Nordea 1 - Latin American Equity Fund E EUR
Nordea 1 - Latin American Equity Fund E EUR
Valor: 3305222
Annual Return
-50%0%+50%
Risk level
110
1.16%EUR 11.89
Nordea 1 - Latin American Equity Fund BP EUR
Nordea 1 - Latin American Equity Fund BP EUR
Nordea 1 - Latin American Equity Fund BP EUR
Valor: 3305209
Annual Return
-50%0%+50%
Risk level
110
1.16%EUR 13.57
Nordea 1 - Latin American Equity BC EUR
Nordea 1 - Latin American Equity BC EUR
Nordea 1 - Latin American Equity BC EUR
Annual Return
-50%0%+50%
Risk level
110
1.16%EUR 13.84
Nordea 1 - Latin American Equity Fund BI USD
Nordea 1 - Latin American Equity Fund BI USD
Nordea 1 - Latin American Equity Fund BI USD
Valor: 25641392
Annual Return
-50%0%+50%
Risk level
110
1.86%USD 16.32
Nordea 1 - Latin American Equity Fund BP USD
Nordea 1 - Latin American Equity Fund BP USD
Nordea 1 - Latin American Equity Fund BP USD
Valor: 23846731
Annual Return
-50%0%+50%
Risk level
110
1.85%USD 14.01
Nordea 1 - Latin American Equity Fund HE PLN
Nordea 1 - Latin American Equity Fund HE PLN
Nordea 1 - Latin American Equity Fund HE PLN
Valor: 12438687
Annual Return
-50%0%+50%
Risk level
110
1.17%PLN 61.66
Nordea 1 - Latin American Equity Fund E USD
Nordea 1 - Latin American Equity Fund E USD
Nordea 1 - Latin American Equity Fund E USD
Valor: 32277543
Annual Return
-50%0%+50%
Risk level
110
1.85%USD 12.28
Nordea 1 - Latin American Equity Fund BP SEK
Nordea 1 - Latin American Equity Fund BP SEK
Nordea 1 - Latin American Equity Fund BP SEK
Valor: 3305215
Annual Return
-50%0%+50%
Risk level
110
0.49%SEK 154.91
Nordea 1 - Latin American Equity Fund BP NOK
Nordea 1 - Latin American Equity Fund BP NOK
Nordea 1 - Latin American Equity Fund BP NOK
Valor: 3305212