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Nordea 1 - North American Stars Equity Fund BI NOK header image

Nordea 1 - North American Stars Equity Fund BI NOK

Fund

ISIN LU0778445204 / Valor 25578670

NAV (2024-12-20)
NOK 4,916.48-0.70%

Nordea 1 - North American Stars Equity Fund BI NOK
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General Objective

The fund is a North American, long only equity fund that aims to generate an outperformance of 3% p.a. compared to the Russell 3000 Net Return index over a full investment cycle. The portfolio follows a bottom-up stock selection approach and invests in companies with strong ESG profiles.

Fund Exposure

The fund is exposed to North American equities, with a strong ESG bias, investing in companies with well-managed ESG profiles or those contributing to global ESG challenges. The portfolio is actively managed with a 3 to 5 year investment horizon.

Risks

The fund's risk characteristics may bear some resemblance to those of the benchmark, the Russell 3000 Net Return index. Past performance is not a reliable indicator of future results, and investors may not recover the full amount invested. The value of the investment can fluctuate, leading to potential losses.

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Source

https://www.nordea.lu/

Tags:
esg s&p 500 north american equities

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OTHER SHARE CLASSES OF THIS FUND

Nordea 1 - North American Stars Equity Fund BC USD
Nordea 1 - North American Stars Equity Fund BC USD Nordea 1 - North American Stars Equity Fund BC USD Valor: 19897178
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.04%USD 338.73
Nordea 1 - North American Stars Equity Fund HBC EUR
Nordea 1 - North American Stars Equity Fund HBC EUR Nordea 1 - North American Stars Equity Fund HBC EUR Valor: 19897218
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.06%EUR 207.10
Nordea 1 - North American Stars Equity Fund HBI CHF
Nordea 1 - North American Stars Equity Fund HBI CHF Nordea 1 - North American Stars Equity Fund HBI CHF Valor: 24845808
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.06%CHF 297.30
Nordea 1 - North American Stars Equity Fund X EUR
Nordea 1 - North American Stars Equity Fund X EUR Nordea 1 - North American Stars Equity Fund X EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 381.82
Nordea 1 - North American Stars Equity BF DKK
Nordea 1 - North American Stars Equity BF DKK Nordea 1 - North American Stars Equity BF DKK
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%DKK 2,891.74
Nordea 1 - North American Stars Equity Fund HBI EUR
Nordea 1 - North American Stars Equity Fund HBI EUR Nordea 1 - North American Stars Equity Fund HBI EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.06%EUR 374.91
Nordea 1 - North American Stars Equity Fund AI USD
Nordea 1 - North American Stars Equity Fund AI USD Nordea 1 - North American Stars Equity Fund AI USD Valor: 24980956
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.04%USD 393.36
Nordea 1 - North American Stars Equity Fund BC EUR
Nordea 1 - North American Stars Equity Fund BC EUR Nordea 1 - North American Stars Equity Fund BC EUR Valor: 19896856
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 326.03
Nordea 1 - North American Stars Equity Fund AP EUR
Nordea 1 - North American Stars Equity Fund AP EUR Nordea 1 - North American Stars Equity Fund AP EUR Valor: 19910057
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 313.06
Nordea 1 - North American Stars Equity Fund HA EUR
Nordea 1 - North American Stars Equity Fund HA EUR Nordea 1 - North American Stars Equity Fund HA EUR Valor: 19910499
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.06%EUR 207.63
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