Nordea 1 - European Small and Mid Cap Eq BP EUR

Ranked 24 out of 76 in - European Small & Medium Companies over 36 months
All calculations are in GBP unless stated

Managed by

Jesper Gulstad

Jesper Gulstad was born in Gentofte, Denmark in 1963. He graduated from the Copenhagen Business School where he gained a MSc in economics and business administration. Jesper started his career in 1988 as an analyst on Danish equities at Nordea. In 1990 he became a portfolio manager on Danish equities before managing European equities in 2005. Jesper is currently a portfolio manager of European small and mid cap equities at Nordea AB. He has been managing funds for over 19 years and is a member of the Danish Society of Financial Analysts. Outside of fund management he enjoys soccer and running.

Kalle Huhdanmäki

Objective

This Sub-fund shall invest a minimum of three-fourths of its total assets (after deduction of cash) in equities, other equity shares such as co-operative shares and participation certificates (equities and equity rights), dividend-right certificates, warrants on equities and equity rights issued by small and mid-size companies which are domiciled or exercise the predominant part of their economic activity in Europe. Smaller and mid size companies are to be understood as companies having market capitalization of up to 10 billion Euro (as measured at the time of acquisition).

Showing fund performance in United Kingdom View performance globally

Performance

European Small & Medium Companies over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.1%
2018 -15.7% -6.1% 8.0% 0.0% -16.9%
2017 22.7% 6.0% 5.8% 5.2% 4.0%
2016 16.4% -0.1% 0.1% 13.8% 2.3%
2015 16.0% 8.3% -1.9% -0.2% 9.4%
2014 -0.7% 5.6% -3.3% -5.4% 2.8%
2013 21.1% 10.3% -2.2% 5.5% 6.4%
2012 21.4% 14.4% -7.9% 8.2% 6.4%
2011 -17.8% 4.4% -0.6% -25.0% 5.7%
2010 21.8% 6.3% -12.3% 19.1% 9.7%
2009 32.3% -9.3% 16.3% 21.3% 3.4%
2008 -29.1% -7.7% 4.0% -18.8% -9.0%
2007 16.0% 4.9% 7.2% 0.5% 2.6%
2006 26.4% 13.9% -6.8% 5.0% 13.3%
2005 31.0% 1.9% 7.5% 12.5% 6.3%
2004 13.6% -0.7% 3.0% 1.2% 9.6%
2003 33.9% -6.9% 22.0% 7.1% 10.1%
2002 -23.7% 5.5% -9.2% -25.8% 7.3%
2001 -19.0% -11.2% -0.5% -16.2% 9.5%
2000 7.9% 7.2% 1.9% -4.0% 2.9%
1999 12.4% -4.9% 2.2% -3.6% 20.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Phoenix Group Holdings ORD 4.10%
Orpea SA ORD 3.98%
Altran Technologies SA ORD 3.88%
iShares STOXX Europe 600 Oil & Gas (DE) 3.77%
Rubis SCA ORD 3.76%
Teleperformance SE ORD 3.62%
Informa PLC ORD 3.21%
Helvetia Holding AG ORD 3.14%
iShares STOXX Europe 600 Insurance (DE) 3.10%
Merlin Properties SOCIMI SA 2.94%
28/02/2019

Registered For Sale In

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

Fund Info

  • Launch date23/03/2009
  • Share Class size130Mn
  • Base currencyEUR
  • ISIN LU0417818407

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment1.30%

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