Nordea 1 - Global Opportunity BP EUR

Ranked 91 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Eileen Riley

Eileen Riley is a vice president of Loomis, Sayles & Company and co-portfolio manager for the Loomis Sayles global equity strategy and the Loomis Sayles Global Equity and Income Fund, as well as co-manager for the IA Clarington Global Tactical Income Fund. Eileen began her investment industry career at Loomis Sayles in 1998 as a member of the international equity team. After pursuing her MBA, she returned to Loomis Sayles as a senior global equity analyst covering the consumer and technology services sectors for the firm’s central research group. Eileen later joined the global equity team as a dedicated product analyst. She was promoted to co-portfolio manager in 2013. Prior to joining Loomis Sayles, Eileen was a Fulbright student grant recipient in Germany. She earned a BA with honors from Amherst College and an MBA from the Harvard Business School. Eileen is a member of the Boston Security Analysts Society.


This Sub-fund invests globally and shall invest a minimum of 2/3 of its total assets (after deduction of cash) world-wide in equities and Equities Related Securities. This Sub-fund may invest up to 1/3 of its total assets worldwide in bonds and other debt instruments denominated in various currencies and warrants on bonds. This Sub-fund may invest up to 20% of its total assets in asset backed securities and mortgage backed securities.

Showing fund performance in United Kingdom View performance globally


Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.3%
2018 -2.6% -4.2% 11.7% 2.9% -11.6%
2017 19.6% 7.1% 3.8% 1.0% 6.6%
2016 18.5% 0.2% 4.9% 9.6% 2.9%
2015 8.2% 9.1% -6.0% -4.6% 10.6%
2014 8.7% -1.8% 2.6% 3.1% 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Roper Technologies Inc ORD 5.13%
Sherwin-Williams Co ORD 4.87%
Danaher Corp ORD 4.77%
AIA Group Ltd ORD 4.18%
Alibaba Group Holding Ltd DR 4.14%
Marriott International Inc ORD 3.95% Inc ORD 3.81%
Nestle SA ORD 3.69%
UnitedHealth Group Inc ORD 3.54%
M&T Bank Corp ORD 3.09%

Registered For Sale In

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

Fund Info

  • Launch date12/11/2013
  • Share Class size08Mn
  • Base currencyEUR
  • ISIN LU0975280552

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment1.50%

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