Nordea 1 - Stable Return Fund HBI USDRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -1.6 | 13.6 | 5.7 | -1.2 | 7.2 | |
+/-Cat | -5.8 | 5.3 | 9.0 | -5.3 | -2.4 | |
+/-B’mrk | - | 5.1 | 8.2 | -8.6 | -4.0 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 20/12/2024 | USD 32.78 | |
Day Change | -0.60% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | LU1055445297 | |
Fund Size (Mil) 20/12/2024 | EUR 3539.82 | |
Share Class Size (Mil) 20/12/2024 | USD 46.93 | |
Max Initial Charge | - | |
Ongoing Charge 09/12/2024 | 1.03% |
Morningstar Research |
Analyst Report | 29/04/2024 Matias Möttölä, Director Morningstar, Inc |
We continue to appreciate the disciplined approach to asset allocation and the experienced team behind Nordea 1--Stable Return. The fund’s cheapest share classes have a Morningstar Analyst Rating of Silver while its other share classes gain... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Nordea 1 - Stable Return Fund HBI USD |
To provide shareholders with investment growth and achieve relatively stable income. The fund mainly invests, directly or through derivatives, in equities as well as various other asset classes such as bonds issued by companies, financial institutions or public authorities, money market instruments and currencies from anywhere in the world. In actively managing the fund’s portfolio, the management team uses a risk-balanced and dynamic asset allocation process, with a focus on bonds and equities. The team also takes both long and short positions and manages currencies actively. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Claus Vorm 02/11/2005 | ||
Asbjørn Trolle Hansen 02/11/2005 | ||
Click here to see others | ||
Inception Date 07/04/2014 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Euribor 1 Month EUR | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Nordea 1 - Stable Return Fund HBI USD | 30/11/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|