Nordea 1 - Stable Equity Long/Short

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.4 0.3 0.3 0.1 0.4 0.8 0.6 0.0 0.7 0.8 0.1 0.0 0.8
2017 0.0 0.6 0.7 0.2 0.4 0.9 0.7 0.9 0.2 0.2 0.4 0.9 0.6

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