Nordea 1 -Stable Equity Long/Short

Overview

Fund Strategy Equity Long / Short
Fund Geography Global
Investment Advisor Nordea
Portfolio Manager Claus Vorm
Fund Currency EUR
Fund AUM €458.4m
Fund AUM (GBP) £403m
Fund AUM as of 14 August 2018
Fund Inception 16 October 2012
Fund Indices AH Equity Long / Short UCITS Index
Sub Index - Equity Long / Short Directional

Fund Objective

By using a long/short equity strategy, the fund aims to build a market beta neutral portfolio over time. The fund’s investment strategy is derived from the “Stable Equity” process. This process identifies equities based on a number of stability selection criteria that ultimately exhibit a lower risk than the overall market in general. While the long leg of the strategy is based on the “Stable Equity” process, the short leg is a basket of equity futures which represent the overall market.

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