Nordea 1 - Global Diversity Engagement Fund BP NOK
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Details
- The sub-fund invests its assets with a particular focus on companies demonstrating sustainability, and a high level of gender diversity and equality in management. The fund?s objective is to invest on companies that are Gender Diverse according to our criteria but that also present strong fundamentals and develop their business in an attractive way. In actively managing the fund?s portfolio, the management team focuses on companies that demonstrate sustainability and a high level of gender diversity and equality in management, and that appear to offer superior growth prospects and investment characteristics.
Investment horizon
- Nordea 1 - Global Diversity Engagement Fund BP NOK is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- NAV/Price
17 Dec 2025
- Margin rate
- Start date20 Feb 2019
- ISINLU1939215668
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 99%Interest 1%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp6.3%
- Microsoft Corp5.4%
- Apple Inc4.0%
- Eli Lilly and Co2.3%
- Lam Research Corp2.1%
- Cummins Inc1.7%
- Next PLC1.7%
- Cisco Systems Inc1.7%
- AbbVie Inc1.6%
- Citigroup Inc1.6%