Nordic Equities Select
-An Alternative Investment Fund (AIF)focused on Nordic and global equities
NE Select is an option for those who desire a special fund with high-quality and world-leading companies. Nordic Equities Select has lower volatility than other funds and is an option for those who desire a focused portfolio with varying exposure to the stock market.
- Flexibility to adjust market exposure based on market conditions, including the use of futures to protect parts of the portfolio
- Top Dogs – Nordic and global quality companies with strong finances, good history, and bright future prospects
- Long history – started in 2007 and is one of the market’s older AIF/hedge funds
Start date: 2007-05-31
Fixed fee: 1.00% (Deposit and withdrawal fees are 0%)
Performance fee: 20% of the return exceeding the 3-month Swedish Treasury bill rate. If the return falls below this threshold, no performance-based fee is charged until the shortfall has been recovered
Total fee: 1,31% (The total cost includes the management fee as well as other administrative or operational expenses and transaction costs. For a detailed breakdown, please refer to the PRIIP KID)
Trading: Monthly
More information about the fund
General risk information
Historical returns are not a guarantee of future results. The value of investments in the fund may rise or fall, and there is no guarantee that the full amount invested will be recovered. The fund’s value may fluctuate due to its composition and the management methods applied. Returns are reported net of fixed management fees and include reinvested dividends and issues. Full and half-year reports are available free of charge upon request – please contact us for more information at mail@nordeq.se or +468 545 045 00.
