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Five stars to NE Global Stars

By novembre 29, 2021Non classifié(e)

Nordic Equities launched its fourth fund, namely NE Global Stars, in 2018 after an exhaustive screening process which evaluated almost 3,000 companies worldwide. Of those companies, 250 were selected for further detailed analysis before 50 became constituents of the fund.

As with all of our funds, we use our investment model, namely « Outside View« , in order to identify companies with attractive long-term growth prospects. We focus, in particular, on several themes, namely Globalization, Urbanization, Robotization, Artificial Intelligence, Internet, and Standardization (GURAIS), which we have identified as being key growth drivers.

We attribute the success of the fund to the application of this model, resulting in NE Global Starsbeing amongst the top-performing Sweden-registered global funds since its inception almost three and a half years ago.

As a result of its stellar performance track record when measured on a risk-adjusted basis against funds in its category, it has been awarded Morningstar’s highest accolade of five stars in respect of funds which have been in existence for at least three years.

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.

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