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Nordea Stable Em. Markets Eq.

Equity fund

1 year

Region

Asia

Largest region

Medium

Risk

Cost

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet sitt formål er over tid å oppnå en høyere risikojustert avkastning enn aksjemarkedet innenfor Emerging Markets regionene generelt, gjennom å investere i selskaper med vesentlig lavere svingninger. Fondet har en indeksuavhengig forvaltningsstil. Gjennom en veldefinert og strukturert investeringsprosess velger forvalter aksjer i selskaper som har vist stabile resultater og som i mindre grad er avhengig av konjunkturer. Dette gjøres ved å vurdere hvert enkelt selskap med hensyn til stabilitet i blant annet inntjening, resultat, marginer og aksjekurs. Fondet har ingen referanseindeks. Fondet skal ha et særskilt etisk rammeverk for sin investeringinnretning. Selskaper kan utelates fra fondets investeringsunivers på bakgrunn av at deres virksomhet er i strid med anerkjente etiske retningslinjer.
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Investment horizon

  • Nordea Stable Em. Markets Eq. 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 date
    02 Oct 2011
  • ISIN
    LU0637345942

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

Costs

  • Ongoing costs

    Includes management fees of 1,80 %

  • 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 99%
    Interest 1%

Portfolio

Shows the fund's largest investments.

  • Taiwan Semiconductor Manufacturing Co Ltd
    6.0%
  • Samsung Fire & Marine Insurance Co Ltd
    3.6%
  • Alibaba Group Holding Ltd ADR
    3.5%
  • DB Insurance Co Ltd
    2.8%
  • Kimberly - Clark de Mexico SAB de CV Class A
    2.7%
  • SK Telecom Co Ltd
    2.6%
  • Naspers Ltd Class N
    2.6%
  • Prosus NV Ordinary Shares - Class N
    2.4%
  • Contemporary Amperex Technology Co Ltd Class A
    2.3%
  • Thai Beverage PLC
    2.3%