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

Nordea 1 - North American Stars Equity Fund HB EUR

Fund

ISIN LU0772959259 / Valor 19910706

NAV (2024-12-20)
EUR 227.34-1.06%

Nordea 1 - North American Stars Equity Fund HB 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 BI EUR
Nordea 1 - North American Stars Equity Fund BI EUR Nordea 1 - North American Stars Equity Fund BI EUR Valor: 18745181
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Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 414.68
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
-1.05%USD 354.29
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
-0.70%NOK 4,526.86
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
-0.20%GBP 270.81
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
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Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 387.56
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
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Annual Return

-50%0%+50%

Risk level

110
-1.04%USD 325.25
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
-1.01%EUR 377.97
Nordea 1 - North American Stars Equity Fund BP EUR
Nordea 1 - North American Stars Equity Fund BP EUR Nordea 1 - North American Stars Equity Fund BP EUR Valor: 18747554
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 374.27
Nordea 1 - North American Stars Equity Fund E EUR
Nordea 1 - North American Stars Equity Fund E EUR Nordea 1 - North American Stars Equity Fund E EUR Valor: 18750724
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 341.01
Nordea 1 - North American Stars Equity Fund BP SEK
Nordea 1 - North American Stars Equity Fund BP SEK Nordea 1 - North American Stars Equity Fund BP SEK Valor: 19338052
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.03%SEK 4,293.20
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