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Nordea 1 - Alpha 10 MA BP EUR

Ranked 14 out of 110 in - Multi Strategy over 12 months
All calculations are in EUR unless stated

Managed by

Asbjørn Trolle Hansen

Asbjørn Trolle Hansen is Head of the Asset Allocation Team at Nordea Investment Management. Hansen joined Nordea in 2004, after having held positions at Alfred Berg, Dresdner Kleinwort Benson and NatWest. He co-manages the Nordea 1 – Stable Return fund alongside Claus Vorm and is also lead manager on the Nordea 1- Multi Asset Plus fund. Hansen has not changed his bottom-up, fundamental investment style during his tenure on the funds, although he says that he has introduced new strategies to adapt to changes in the markets. He attended both the University of Aarhus and the London School of Economics, and holds a PhD in Mathematical Finance.

Objective

The Sub-funds objective is to maximise its total return taking the Sub-funds targeted volatility into consideration.The Sub-funds investment strategy can broadly be defined as a multi-strategy, or diversified risk premia approach. The Sub-funds exposure to the different risk premia or strategies and sub-strategies, is based on the results of a continuous bottom-up valuation, combined with a focus on short-term market behaviour across asset classes and risk factors.

Showing fund performance in Poland View performance globally

Performance

Multi Strategy over : 30/09/2017 - 30/09/2018
  • Rank 14/110 Total Return
  • Rank 43/110 Standard Deviation
  • Rank 26/110 Max Drawdown
Fund Name Currency Return
12 FORT Global UCITS Diversified B EUR Acc EUR

2.1%

13 GAM Star Alpha Spectrum EUR Acc EUR

2.0%

14 Nordea 1 - Alpha 10 MA BP EUR EUR

1.6%

15 LFIS Vision UCITS - Perspective Strategy IS acc EUR

1.4%

16 UBS (CH) Global Alpha Strategies (EUR hdg) P-PF

Currency exposure is hedged

Currency exposure is hedged

EUR

1.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.6% -2.6% 1.7%
2017 6.4% 6.1% -1.5% -0.2% 2.0%
2016 8.4% 5.7% 4.8% 2.9% -5.0%
2015 7.2% 6.9% -2.2% 2.2% 0.4%
2014 3.3% -0.9% 8.3% 0.0% -3.9%
2013 -1.8% 1.1% -3.1% -2.0% 2.3%
2012 8.0% 3.0% -1.6% 4.2% 2.2%
2011 -3.8% 0.4% 1.0% -7.5% 2.5%
2010 -5.9% -3.7% -7.5% 4.0% 1.5%
2009 -1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2018

Top 10 Holdings

Stock Size
CVS Health Corp ORD 1.69%
Alphabet Inc ORD 1.68%
Germany 3.500% 04-Jul-2019 1.66%
Germany 0.500% 12-Apr-2019 1.62%
Oracle Corp ORD 1.61%
Medtronic PLC ORD 1.54%
Amgen Inc ORD 1.47%
Johnson & Johnson ORD 1.46%
Cisco Systems Inc ORD 1.32%
Autozone Inc ORD 1.31%
31/08/2018

Registered For Sale In

  1. Austria
  2. Belgium
  3. Denmark
  4. Estonia
  5. Finland
  6. France
  7. Germany
  8. Italy
  9. Latvia
  10. Lithuania
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date30/09/2009
  • Share Class size723Mn
  • Base currencyEUR
  • ISIN LU0445386369

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.70%

Related News

Nordea AM axes ‘out of favour’ long/short equity fund

Nordic group seeks approval to merge strategy into mixed-asset approach.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).