Nordea 1 – Global Stars Equity Fund BI EUR

ISIN: LU0985319473

Categoria Morningstar: Global Large-Cap Growth Equity

Società: Nordea Asset Management

The fund is a global, long only equity fund which aims to generate a sustainable outperformance of 3% p.a. compared to the MSCI World AC ? Net Return Index. The portfolio follows a bottom-up stock selection approach and invests in companies with a sustainable competitive advantage, which allows them to deliver high and stable returns. The management team aims to invest in companies exposed to change which should allow them to grow over a 5-7 year investment horizon. The fund has a strong ESG (environmental, social and governance) bias, with the aim of investing in companies with well managed ESG profiles and/or that contribute to solutions relating to global ESG challenges.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 33,62 3 anni: 15,67 5 anni: - Inizio: 15,47 2021: 10,89 2020: 10,98 2019: 34,69 2018: -0,98 2017: 15,47
Rendimento annuo: Categoria 1 anno: 43,04 3 anni: 15,21 5 anni: 15,12 Inizio: - 2021: 5,12 2020: 27,64 2019: 29,22 2018: -10,32 2017: 28,11
Rendimento annuo: Percentile 1 anno: 27,00 3 anni: 36,00 5 anni: - Inizio:- 2021: 6,00 2020: 66,00 2019: 28,00 2018: 6,00 2017: 5,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 16,47 3 Sharpe Ratio: 0,87 5 Correlazione: 96,20 Beta: 0,98 Alfa: -1,38 Tracking error: 5,06 Info Ratio: -0,41
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-05-12
Fonte: Morningstar. Dati in euros. Categoria: Global Large-Cap Growth Equity. Data: 2021-05-12