Nordic Equities Strategy

- Nordic equity fund with a portfolio of 20-40 companies

The management of NE Strategy focuses primarily on large and medium-sized companies and is not tied to a particular geographical or sectoral spread. We believe that the Nordic region is an interesting long-term investment area, 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 by Lipper as the best Nordic fund in Europe for five years, in 2024

Start date: 2000-12-29

Management fee: 1.50% (deposit and withdrawal fee is 0%)

Total fee: 1.59% (the total fee includes the management fee and other administrative or operational costs and transaction costs, see PRIIPs Key Information Document for detailed information)

Trade: Daily

General risk information

Past performance is no guarantee of future returns. The money invested in the fund can go down as well as up 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. Returns are shown net of fixed management fees and with dividends and issues added back. The Fund’s full and half-yearly statements are available free of charge on request, please contact us at mail@nordeq.se or 08 545 045 00.