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Nordea North America Fund

Ranked 200 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Lars Hemmingsen

Objective

The Fund invests at least 90% in North American companies' shares and equity securities. The Fund may invest up to 10% of the Fund's assets in equity securities issued by companies domiciled in Central or South America. The Fund combines the long-term investment strategy to more actively utilize even short-term price fluctuations. In order to streamline the management of the fund, derivatives may be used.

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

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 1.5% 4.6%
2016 6.1% -1.3% -0.9% 3.3% 5.1%
2015 -0.1% 2.8% 1.0% -8.6% 5.2%
2014 13.8% 2.4% 5.7% 0.6% 4.6%
2013 32.2% 11.9% 1.6% 4.7% 11.1%
2012 8.4% 11.9% -6.4% 6.8% -3.1%
2011 2.5% 6.6% -0.7% -13.6% 12.0%
2010 11.6% 4.8% -13.5% 12.8% 9.2%
2009 25.5% -11.4% 16.9% 13.8% 6.5%
2008 -38.4% -7.9% -0.7% -14.3% -21.5%
2007 3.7% -0.3% 7.3% 1.7% -4.7%
2006 7.4% 5.2% -3.1% -0.6% 5.9%
2005 10.8% -0.8% 4.1% 4.4% 2.8%
2004 -0.9% -2.1% 5.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Finland
  2. Sweden

Fund Info

  • Launch date11/02/2002
  • Share Class size16,379Mn
  • Base currencySEK
  • ISIN FI0008813381

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment100

Charges

  • Annual management1.00%
  • Initial investment0

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