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Nordea Invest Korte Obligationer Lagerbeskattet

Ranked 54 out of 77 in - Danish Krone over 12 months
All calculations are in USD unless stated

Managed by

Flemming Thestrup

Objective

The fund invests in bonds issued by governments, mortgage institutions and / or companies. The fund mainly invests in Danish bonds. The fund also has the option of investing in foreign bonds. The fund may invest a maximum of 20% of its assets in corporate bonds. The bonds the fund invests in must be traded on an exchange (regulated market) in either Denmark or abroad. The duration of the fund's portfolio is 0-4 years. The fund may use derivative financial instruments to reduce risk or to achieve a better return.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Danish Krone over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 15.3% 1.8% 6.9% 4.0% 1.8%
2016 -0.8% 5.7% -1.5% 1.6% -6.2%
2015 -10.1% -11.0% 2.9% 0.5% -2.3%
2014 -9.3% 1.2% 0.3% -6.9% -4.1%
2013 6.3% -2.0% 1.1% 4.7% 2.5%
2012 5.8% 3.7% -3.7% 2.5% 3.4%
2011 1.0% 4.9% 3.2% -5.0% -1.9%
2010 -2.9% -4.3% -7.7% 12.3% -2.0%
2009 13.1% -4.5% 8.9% 9.8% -1.0%
2008 -5.5% 8.6% -0.9% -10.4% -2.1%
2007 13.1% 2.0% 1.4% 6.0% 3.1%
2006 0.8% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date11/11/2005
  • Share Class size1,032Mn
  • Base currencyDKK
  • ISIN DK0060014678

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management0.39%

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