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Nordea 1 - North American All Cap BP USD

Ranked 75 out of 142 in - US over 3 months
All calculations are in EUR unless stated

Managed by

Ed Cowart

Objective

The sub-fund aims to preserve Shareholders' capital and provide an adequate long-term rate of return: It may exploit all available sources of excess return, including stock selection and asset allocation. The sub-fund shall invest at least three-fourths of its net assets in stocks of companies domiciled or exercising the predominant part of their economic activity in North America.

Showing fund performance in Belgium View performance globally

Performance

US over : 30/01/2018 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 1.9% 3.0% -4.3% -1.1% 4.5%
2016 11.8% -6.1% 2.7% 4.3% 11.2%
2015 1.8% 11.0% -3.7% -12.3% 8.5%
2014 21.7% 2.8% 5.2% 5.3% 6.9%
2013 34.4% 16.5% 4.5% 2.6% 7.6%
2012 5.7% -0.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Italy
  9. Latvia
  10. Lithuania
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Poland
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date30/05/2012
  • Share Class size96Mn
  • Base currencyEUR
  • ISIN LU0772958525

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).