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Nordea Invest USA

Ranked 283 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Lars Hemmingsen

Objective

The Fund invest across American equities. The Fund invests mainly in equities in the United states, and a small part of the assets may be invested in Canadian and Mexican shares. The fund invests up to 10 % of its assets in equities outside the United States, Canada and Mexico. Assets are primarily invested in listed shares and up to 10% of the assets may be invested in unlisted shares.

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

Performance

US over : 31/10/2016 - 31/10/2017
  • Rank 283/877 Total Return
  • Rank 534/877 Standard Deviation
  • Rank 200/877 Max Drawdown
Fund Name Currency Return
281 Vanguard US Equity Common Contractual B Acc USD

23.2%

281 Cap In USD

23.2%

283 Nordea Invest USA USD

23.2%

284 Sparinvest Value USA KL USD

23.1%

285 AI US Large Cap Equity A Life Inc USD

23.1%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 1.1% 4.6%
2016 5.3% -1.5% -0.9% 3.1% 4.8%
2015 -0.4% 2.0% 1.5% -8.5% 5.1%
2014 15.1% 2.8% 5.9% 0.9% 4.8%
2013 30.2% 11.5% 2.2% 4.6% 9.3%
2012 9.3% 12.3% -6.1% 7.2% -3.3%
2011 1.0% 4.8% -0.6% -13.3% 11.9%
2010 12.5% 3.6% -12.8% 11.9% 11.3%
2009 29.1% -9.0% 15.6% 13.7% 8.0%
2008 -39.8% -8.4% -0.8% -12.9% -23.8%
2007 4.7% 0.3% 7.5% 1.3% -4.2%
2006 13.4% 4.2% -1.3% 5.4% 4.7%
2005 3.8% -1.9% 1.2% 2.5% 1.9%
2004 5.9% 0.6% 1.1% -2.9% 7.3%
2003 26.0% -2.9% 14.7% 0.3% 12.7%
2002 -15.9% -18.4% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date30/09/1988
  • Share Class size2,874Mn
  • Base currencyDKK
  • ISIN DK0010265776

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.43%

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