Lipper Fund Award

Lipper Fund Awards – Best Nordic fund, 5 years, in Europe

On Tuesday 5/3 we were in London and received an award for our fund Nordic Equities Strategy. It is great that our long-term and selective investment philosophy is recognized!

“The 2024 LSEG Lipper Fund Awards are recognizing perhaps the most dramatic three-year period that the markets have seen in decades. Fund managers being recognized have steered their investors through a pandemic, a mild recession, a war, skyrocketing inflation and dramatic central bank intervention. Whether you’ve been investing for just the past 15 years and have seen only the easy money environment following the Financial Crisis – or you’ve been an investor for 50 years and feel as if you’ve seen it all, there is no way to have foreseen the range of fundamental and non-financial factors that impacted the markets these past few years. We applaud the 2024 LSEG Lipper Fund Award winners such as Nordic Equities Kapitalförvaltning for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.” Tom Roseen, Principal, Lipper Global Research, LSEG Lipper.

Disclaimer/friskrivning:The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. For more information, see lipperfundawards.com.
 
Historisk avkastning är ingen garanti för framtida avkastning. De pengar som placeras i fonden kan både öka och minska i värde och det finns ingen garanti att en investerare får tillbaka det insatta beloppet.

Disclaimer for foreign investor

Every person interested in investing in Nordic Equities’ funds must ensure that the investment takes place in accordance with applicable law and other regulations. Foreign law may prescribe that an investment may not be made by investors outside Sweden. The units of our funds have not been registered, and will not be registered, in accordance with any securities legislation in the United States or Canada.

Past performance is no guarantee of future results. The value of investments in our funds may go up as well as down and investors may not get back the full amount invested, even if the financial markets are otherwise performing strongly. The risk level may vary over the course of an individual year. Please consult the funds’ prospectus for more information regarding risks, charges and fees, and other issues. It is the responsibility of every person, institution, ect. who wishes to purchase units in the funds to make an independent assessment of investments in the funds and of the risks associated therewith. The funds Nordic Equities Strategy and Nordic Equities Global stars are authorized in following countries; Sweden, Finland, France and Norway. The funds Nordic Equities Sweden and Nordic Equities Select are only authorized in Sweden.

Disputes or claims concerning the funds or fund company shall be determined in accordance with Swedish law and exclusively by Swedish courts of law.

I acknowledge that I have read the information, terms and conditions on this web page and that I am resident in one of the mentioned countries authorized above: