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

Nordea 1 - North American Stars Equity Fund BP SEK

Fund

ISIN LU0772958442 / Valor 19338052

NAV (2024-12-18)
SEK 4,403.82+0.22%

Nordea 1 - North American Stars Equity Fund BP SEK
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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 USD
Nordea 1 - North American Stars Equity Fund AI USD Nordea 1 - North American Stars Equity Fund AI USD Valor: 24980956
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Annual Return

-50%0%+50%

Risk level

110
-0.05%USD 406.76
Nordea 1 - North American Stars Equity Fund BI NOK
Nordea 1 - North American Stars Equity Fund BI NOK Nordea 1 - North American Stars Equity Fund BI NOK Valor: 25578670
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.05%NOK 4,995.78
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
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Annual Return

-50%0%+50%

Risk level

110
0.05%EUR 333.90
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
0.05%EUR 320.62
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
-0.05%EUR 214.80
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
0.05%EUR 387.74
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
0.05%EUR 424.68
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
-0.05%USD 366.39
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
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Annual Return

-50%0%+50%

Risk level

110
0.05%NOK 4,599.65
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
-0.07%GBP 275.62