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Nordea 1 - Alpha 10 MA BP EUR

Ranked 21 out of 95 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 Subfunds 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.

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Performance

Multi Strategy over : 31/12/2016 - 31/12/2017
  • Rank 21/95 Total Return
  • Rank 73/95 Standard Deviation
  • Rank 46/95 Max Drawdown
Fund Name Currency Return
19 Veritas Global Real Return EUR A

Currency exposure is hedged

Currency exposure is hedged

EUR

6.6%

20 Allianz Dynamic Risk Parity - W2 - EUR EUR

6.5%

21 Nordea 1 - Alpha 10 MA BP EUR EUR

6.4%

22 GAM Star Flexible Global Portfolio EUR Acc EUR

6.4%

23 Angel Oak Multi-Strategy Inc UCITS EUR I Fndr Acc EUR

6.0%

Fund Name Currency Risk
71 Bankinter Kilimanjaro, FI EUR

5.0

72 VF II - Vescore Multi-Strategy B

Currency exposure is hedged

Currency exposure is hedged

EUR

5.1

73 Nordea 1 - Alpha 10 MA BP EUR EUR

5.2

74 Baumann and Partners - Premium Select P EUR

5.3

75 Method Inv SICAV Attractive Glb Opp I EUR H C

Currency exposure is hedged

Currency exposure is hedged

EUR

5.4

Fund Name Currency Loss
45 VF II - Vescore Multi-Strategy B

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.6%

46 Nordea 1 - Alpha 10 MA BP EUR EUR

-1.7%

47 ERAAM Premia A EUR

-1.7%

48 Nordea 1 - Alpha 15 MA BI EUR EUR

-1.7%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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

31/07/2017

Top 10 Holdings

Stock Size
Germany 4.000% 04-Jan-2018 5.04
Germany 0.250% 13-Apr-2018 3.94
Germany 4.250% 04-Jul-2018 3.59
US Treasury 1.000% 15-Dec-2017 3.48
US Treasury 0.750% 30-Apr-2018 3.12
Germany 3.500% 04-Jul-2019 2.65
Germany 1.000% 12-Oct-2018 1.67
Amgen Inc ORD 1.51
CVS Health Corp ORD 1.42
US Treasury 0.625% 30-Nov-2017 1.39
31/07/2017

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. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date30/09/2009
  • Share Class size541Mn
  • Base currencyEUR
  • ISIN LU0445386369

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.70%

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