Nordea 1 - Alpha 15

Investment Objective

The fund aims to generate a return of cash + 7-10% (gross of fees) p.a. over a full investment cycle with a volatility between 10-15% p.a. The fund uses numerous types low-correlation investment strategies to provide dynamic exposure to multiple asset classes, within a universe consisting of a subset of equities, fixed income securities and currencies. The fund will typically implement some of the different investment strategies through pair trades and/or long/short positions across the different investable asset classes. Over time, the fund is aiming to build a largely market neutral portfolio.

Reference Index

1M Euribor +10%

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.8 0.9 0.9 0.3 0.3 0.1 0.2 0.3 0.8 1.0 0.7 0.3 0.2
2022 0.8 0.1 0.4 0.0 0.6 0.1 0.1 0.4 0.3 0.8 0.4 0.0 0.5

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