Nordea 1 - European Small and Mid Cap Stars Equity Fund BI EURRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.7 | 17.2 | -14.4 | 0.0 | 10.2 | |
+/-Cat | -9.1 | 4.4 | 6.3 | -6.7 | 7.4 | |
+/-B’mrk | -3.2 | - | 4.1 | -13.0 | 3.7 | |
Category: Europe Mid-Cap Equity | ||||||
Category Benchmark: Morningstar Dev Eur SMID TM... |
Key Stats | ||
NAV 27/09/2024 | EUR 972.93 | |
Day Change | 0.12% | |
Morningstar Category™ | Europe Mid-Cap Equity | |
ISIN | LU0417818316 | |
Fund Size (Mil) 27/09/2024 | EUR 376.91 | |
Share Class Size (Mil) 27/09/2024 | EUR 2.88 | |
Max Initial Charge | - | |
Ongoing Charge 22/04/2024 | 0.94% |
Investment Objective: Nordea 1 - European Small and Mid Cap Stars Equity Fund BI EUR |
To provide shareholders with investment growth in the long term. The fund mainly invests in small and medium capitalisation equities of European companies. In actively managing the fund’s portfolio, the management team selects companies with a particular focus on their ability to comply with international standards for environmental, social and corporate governance, and to offer superior growth prospects and investment characteristics. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Jesper Gulstad 10/02/2020 | ||
Samuli Outinen 10/02/2020 | ||
Inception Date 23/03/2009 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Europe SMID NR EUR | Morningstar Dev Eur SMID TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Nordea 1 - European Small and Mid Cap Stars Equity Fund BI EUR | 31/07/2024 |
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Top 5 Holdings | Sector | % |
Informa PLC | Communication Services | 3.62 |
AAK AB | Consumer Defensive | 3.36 |
Viscofan SA | Consumer Cyclical | 3.03 |
SPIE SA | Industrials | 2.71 |
Rotork PLC | Industrials | 2.70 |
Increase Decrease New since last portfolio | ||
Nordea 1 - European Small and Mid Cap Stars Equity Fund BI EUR |