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 leading companies in future-oriented 
  • Focused portfolio with a long-term perspective
  • 20 years – one of the longest-standing 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 Management fee: 1.50% (deposit and withdrawal fee is 0%).

Total fee: 1,59% (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)

Trade: Daily

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: mail@nordeq.se or +468 545 045 00.