Nordic Equities Strategy
Nordic Equities Strategy - Nordic equity fund with a portfolio of 20-40 companies
The management of NE Strategy is primarily aimed at large and medium-sized companies and is not tied to a particular geographical or sectoral distribution. We believe that the Nordic region is an attractive area for long-term investment, with a wide variety of industries and companies and with a large proportion of export companies that provide access to growth in other parts of the world.
- Stable and successful stock markets
- Access to interesting companies in sectors of the future
- Focused portfolio with a long-term perspective
- 20 years – among the older Nordic funds on the market
- Awarded best Nordic fund in Europe for five years – an award we received in 2024 in London
Start date: 2000-12-29
Annual fee: 1.50% (deposit and withdrawal fee is 0%).
Trade: Daily
More information about the fund
General risk information
Historical returns are no guarantee of future returns. The money invested in the fund can go up and down in value and there is no guarantee that an investor will get back the amount invested. The value of the fund may vary due to its composition and the management methods used. The return is reported net of fixed management fees and with dividends and issues added back. The Fund’s full and half-yearly reports are available free of charge on request, please contact us at mail@nordeq.se or +468 545 045 00.