Nordic Equities Strategy

Nordic Equities Strategy is a Nordic equity fund with a portfolio of 20-40 companies. The portfolio consists mainly of large-cap and mid-cap companies and is not dependent on a certain geographical or sector diversification. We consider the Nordic countries as a long term interesting investment area with a wide variation of sectors and companies and a many exporting companies that  give growth opportunities in the rest of the world.

Read more about our investment strategy

The fund is traded daily and minimum amout of first subscription is 50 000 SEK. Thereafter 10 000 SEK per each subscrition. Th fund is authorized in France, Finland and Norway as well.

Read more about how to become a client

The fund’s value may vary due to the composition of the fund and the methods used.

Share Value

2019-03-20 2019-03-19 2018-12-28   Dividend SEK/share
SEK/share 1825,1655 1825,1655 1779,9234 2018-09-30      41,19

Performance 2019-03-20 (1 day) Mars
(month)
2019 (year) 2018 2017 2016 2015 2014
-0,27% 2,26% 16,97% -11,29% 13,22% 4,61% 10,00%

15,46%

Purchase order NE StrategyCustomer Application
General risk information

There is no guarantee that an investment in the Nordic Equities’ funds will not result in a loss, even at times when financial markets are otherwise performing favourably. Past performance is no guarantee of future return. The value of the capital invested in the Nordic Equities’ funds may increase or decrease and investors in the Nordic Equities’ funds cannot be certain of recovering all their invested capital.