Nordea 2 - Global Enhanced Small Cap BI USD

Ranked 11 out of 35 in - Global Small & Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Ruben Knudsen

Danish-born Ruben Knudsen studied at Copenhagen Business School before joining Nordea in 2001. He employs a quantitative investment style over the three Japanese equities funds which he has managed since 2007, using futures to cover his cash holding. Ruben holds a Graduate Diploma in Business Administration (Finance).

Claus F Nielsen

Claus Nielsen was born in Kolding, Denmark in 1960. He attended the University of Aarhus where he gained an MSc in mathematics & economics. Claus started his career in 1987 as an analyst at Livsforsikring. Between 1991 and 1998 he worked for Baltica, Danica and Danske Capital as a portfolio manager and in 1998 he joined Tryg-Baltica in the same position. Claus joined Nordea in 1999 as a portfolio manager and since 2004 he has been head of the equity team. Claus has been managing funds for over 22 years. Outside of fund management he enjoys music and the cinema and theatre.

Objective

The sub-fund invests globally and at least three- fourths of its total assets (excluding cash) in equity related securities issued by companies which have a market capitalization (at the time of purchase) between USD 200 million and USD 10 billion. The sub-fund may use derivatives to achieve an efficient portfolio management or with the aim of reducing risk and/or generating additional capital or income.

Showing fund performance in United Kingdom View performance globally

Performance

Global Small & Medium Companies over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.3%
2018 -11.2% -5.3% 11.3% 2.3% -17.6%
2017 12.4% 3.9% 0.2% 2.3% 5.5%
2016 10.4% 10.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. Finland
  3. Germany
  4. Italy
  5. Luxembourg
  6. Norway
  7. Spain
  8. Sweden
  9. United Kingdom

Fund Info

  • Launch date20/06/2016
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU0994674876

Purchase Info

  • Min. initial investment1Mn

Charges

  • Annual management0.40%

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