Nordic Equities Strategy is a Nordic equity fund with a portfolio of 20-40 companies. The portfolio mainly consists of large and and medium sized companies and is not tied to a certain geographical or sector distribution. We consider the Nordic countries to be an interesting long-term investment area with a wide variety of sectors and companies, and with a large proportion of exporting companies that provide access to growth in other parts of the world.
Our funds
NE GLOBAL STARS
Nordic Equities global Stars is a global equity fund which creates an opportunity to be co-owner of global quality companies with a long-term focus. By our investment process “Outside View”, we have identified interesting companies with exciting outlooks within sectors as technology & media, consumer products, digitalisation/fintech, fashion and health care. By having a global perspective, we can reach a variety of interesting sectors and offer diversified portfolio.
NE OUR WORLD
Nordic Equities Our World, our fifth fund, is a broad global fund with companies in many exciting sectors (for example; technology, batteries, medical technology, cyber security, satellite surveillance, pharmaceuticals, health insurance and education) – sectors that are both growing and contributing to a better world. The fund offers both risk diversification & good return opportunities.
NE SWEDEN
Nordic Equities Sweden is an equity fund focused on Swedish quality companies with a portfolio of 20-40 companies. Sweden has proven to be a promising stock market and is historically one of the best stock markets in the world. The fund consists of globally successful companies with a high degree of innovation and good long-term returns.
NE SELECT
Nordic Equities Select is a special fund for risk diversification and has a lower volatility than the other funds. The fund normally consists of less than 25 positions (mainly Nordic and global equities). The fund’s holdings are a concentrate of financial instruments that we consider most interesting based on market value and growth potential. The fund is able to hold a majority of the portfolio in liquid assets.
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.
Please contact us to confirm that your application has been received and complete. For further information, please contact us.
