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Nordea 1 - Alpha 15 MA BI EUR

Ranked 4 out of 110 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Asbjørn Trolle Hansen

Asbjørn Trolle Hansen is Head of the Asset Allocation Team at Nordea Investment Management. Hansen joined Nordea in 2004, after having held positions at Alfred Berg, Dresdner Kleinwort Benson and NatWest. He co-manages the Nordea 1 – Stable Return fund alongside Claus Vorm and is also lead manager on the Nordea 1- Multi Asset Plus fund. Hansen has not changed his bottom-up, fundamental investment style during his tenure on the funds, although he says that he has introduced new strategies to adapt to changes in the markets. He attended both the University of Aarhus and the London School of Economics, and holds a PhD in Mathematical Finance.

Objective

The sub-fund aims to provide an attractive absolute return by taking long or short exposures in a broad range of asset types such as equity related securities, debt securities and money market instruments from various economic sectors, industries, regions and countries directly or via the use of derivatives. The sub-fund will utilize a number of different, overall low correlated investment strategies to generate alpha. For shorter periods of time, the portfolio is however exposed to the effects of changing strategies, such as directional and relative value strategies.

Showing fund performance in Peru View performance globally

Performance

Multi Strategy over : 30/09/2017 - 30/09/2018
  • Rank 4/110 Total Return
  • Rank 76/110 Standard Deviation
  • Rank 45/110 Max Drawdown
Fund Name Currency Return
2 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

6.3%

3 NN (L) Alternative Beta P Cap EUR EUR

5.4%

4 Nordea 1 - Alpha 15 MA BI EUR EUR

4.8%

5 Kalahari, FI EUR

4.4%

6 SPS Active Value Selection EUR

4.2%

Fund Name Currency Loss
43 Goldman Sachs Abs Return Tracker Pf E Acc EUR-H

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.5%

44 AZ Fund 1 Formula 1 - Absolute A AZ FUND Acc EUR

-3.5%

45 Nordea 1 - Alpha 15 MA BI EUR EUR

-3.5%

46 MPS Private Solution Absolute A EUR

-3.7%

47 Invesco Global Targeted Returns A Acc EUR EUR

-3.7%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.5% -3.5% 3.3%
2017 12.8% 10.4% -1.7% 0.3% 3.6%
2016 13.9% 8.6% 8.0% 5.1% -7.5%
2015 9.6% 9.0% -3.4% 3.5% 0.6%
2014 3.4% -1.5% 10.9% -0.5% -4.8%
2013 -3.3% 1.8% -5.5% -3.1% 3.7%
2012 10.1% 4.4% -2.2% 5.2% 2.5%
2011 -4.7% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Estonia
  4. France
  5. Germany
  6. Italy
  7. Latvia
  8. Lithuania
  9. Luxembourg
  10. Netherlands
  11. Poland
  12. Spain
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date15/06/2011
  • Share Class size200Mn
  • Base currencyEUR
  • ISIN LU0607983383

Purchase Info

  • Min. initial investment75,000
  • Min. regular additional investment0

Charges

  • Annual management1.20%

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