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Nordea 1 - North American All Cap BP USD

Ranked 800 out of 917 in - US over 12 months
All calculations are in USD 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 globally. You can view performance in individual jurisdictions.

Performance

US over : 31/03/2017 - 31/03/2018
  • Rank 800/917 Total Return
  • Rank 404/917 Standard Deviation
  • Rank 702/917 Max Drawdown
Fund Name Currency Loss
700 Threadneedle American Select Ret Net Acc GBX USD

-7.8%

700 R Conviction USA C USD

-7.8%

702 CD Amerique Strategies B

Currency exposure is hedged

Currency exposure is hedged

EUR

-7.8%

702 Nordea 1 - North American All Cap BP USD USD

-7.8%

704 AGF U.S. Sector Class Series MF USD

-7.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6%
2017 16.0% 4.4% 2.0% 2.6% 6.2%
2016 8.6% -1.5% 0.1% 5.5% 4.3%
2015 -8.6% -1.5% -0.1% -12.1% 5.6%
2014 6.9% 2.9% 4.5% -2.9% 2.4%
2013 40.5% 13.5% 5.8% 6.8% 9.5%
2012 7.2% 2.4%

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

Related News

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