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Nordea 1 - Alpha 15 MA HBC GBP

Ranked 34 out of 44 in - Multi Strategy over 3 months
All calculations are in GBP 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 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. In other words, the fund may combine a long position that is (partly) offset by a short position.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/09/2018 - 31/12/2018
  • Rank 34/44 Total Return
  • Rank 43/44 Standard Deviation
  • Rank 33/44 Max Drawdown
Fund Name Currency Return
32 GAM Star Flexible Global Portfolio GBP Acc GBP

-5.0%

33 Merian Style Premia Absolute Return F GBP H GBP

-5.0%

34 Nordea 1 - Alpha 15 MA HBC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.3%

35 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.4%

36 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-5.6%

Fund Name Currency Risk
40 Aviva Investors Multi-Strategy Target Rtn Ih GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

10.5

41 AQR Systematic Total Return UCITS C1 Acc GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

11.0

42 Veritas Global Real Return GBP B GBP

13.4

43 Nordea 1 - Alpha 15 MA HBC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

15.1

44 Odey Odyssey GBP I Inc GBP

23.0

Fund Name Currency Loss
31 GAM Star Flexible Global Portfolio GBP Acc GBP

-5.0%

32 Merian Style Premia Absolute Return F GBP H GBP

-5.0%

33 Nordea 1 - Alpha 15 MA HBC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.3%

34 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.4%

35 Aviva Investors Multi-Strategy Target Return 1 Acc GBP

-5.6%

Total Return

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date06/08/2018
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0841608499
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment0

Charges

  • Annual management1.30%

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