Nordea 1 - Global Diversity Engagement Fund BP NOK
Equity fund
1 year
USA
Largest region
Medium
Risk
Cost
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- To provide shareholders with investment growth in the long term. The fund mainly invests in equities of companies from anywhere in the world. In actively managing the fund’s portfolio, the management team focuses on companies that meet our expectations on diversity, such as but not limited to Gender, Ethnicity, Age and Socio-economic Status, or are working actively to improve, for instance through shareholder engagement, in one or several of the diversity areas, 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
- Price/NAV
05 Jun 2025
- 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
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 97%Interest 3%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp6.3%
- Microsoft Corp5.7%
- Apple Inc3.2%
- Eli Lilly and Co2.0%
- Visa Inc Class A1.9%
- Citigroup Inc1.9%
- Mastercard Inc Class A1.9%
- Netflix Inc1.9%
- Next PLC1.8%
- AbbVie Inc1.8%