In 2024, we received the Lipper Fund Awards first prize for best Nordic fund in London. NE Strategy won based on its five-year competitive return*. We are delighted that our fact-based, long-term and forward-looking investment model has proven successful – especially during such a dramatic period.
“We applaud the 2024 LSEG Lipper Fund Award winners such as Nordic Equities for delivering outperformance and the accompanying comfort of consistency to investors’ portfolios through a cross-current of global market disruptions.”
Robert Jenkins, Global Head of Investment and Wealth Research at LSEG Lipper, summarises:
“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.”
Disclaimer: 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.
The fund’s performance is in SEK and is reported after dividends and fees. Inflation is not taken into account. Past performance is no guarantee of future returns. The money invested in the fund may increase or decrease in value, and there is no guarantee that an investor will get back the amount invested.
Fact sheets and information brochures are available on request or at www.nordeq.se.
