Nordea 1 - North American Stars Equity Fund BP EUR header image

Nordea 1 - North American Stars Equity Fund BP EUR

Fund

ISIN LU0772958012 / Valor 18747554

NAV (2024-12-19)
EUR 378.09-1.36%

Nordea 1 - North American Stars Equity Fund BP EUR
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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 AI EUR
Nordea 1 - North American Stars Equity Fund AI EUR Nordea 1 - North American Stars Equity Fund AI EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.36%EUR 382.47
Nordea 1 - North American Stars Equity Fund BI EUR
Nordea 1 - North American Stars Equity Fund BI EUR Nordea 1 - North American Stars Equity Fund BI EUR Valor: 18745181
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.36%EUR 418.91
Nordea 1 - North American Stars Equity Fund E USD
Nordea 1 - North American Stars Equity Fund E USD Nordea 1 - North American Stars Equity Fund E USD Valor: 18750663
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.28%USD 358.03
Nordea 1 - North American Stars Equity Fund X NOK
Nordea 1 - North American Stars Equity Fund X NOK Nordea 1 - North American Stars Equity Fund X NOK
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.89%NOK 4,558.57
Nordea 1 - North American Stars Equity Fund BC GBP
Nordea 1 - North American Stars Equity Fund BC GBP Nordea 1 - North American Stars Equity Fund BC GBP Valor: 19896769
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.55%GBP 271.34
Nordea 1 - North American Stars Equity Fund BF EUR
Nordea 1 - North American Stars Equity Fund BF EUR Nordea 1 - North American Stars Equity Fund BF EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.36%EUR 391.51
Nordea 1 - North American Stars Equity Fund AP USD
Nordea 1 - North American Stars Equity Fund AP USD Nordea 1 - North American Stars Equity Fund AP USD Valor: 19910258
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.28%USD 328.68
Nordea 1 - North American Stars Equity BN EUR
Nordea 1 - North American Stars Equity BN EUR Nordea 1 - North American Stars Equity BN EUR
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.36%EUR 381.81
Nordea 1 - North American Stars Equity Fund BI USD
Nordea 1 - North American Stars Equity Fund BI USD Nordea 1 - North American Stars Equity Fund BI USD Valor: 18745136
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.28%USD 435.37
Nordea 1 - North American Stars Equity Fund BP USD
Nordea 1 - North American Stars Equity Fund BP USD Nordea 1 - North American Stars Equity Fund BP USD Valor: 18745214
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.28%USD 392.94