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Nordic Equities Strategy

NEQSTRA:SS
1,824.08
SEK
As of 12:00 AM EDT 5/24/2017
Fund Type
Open-End Fund
52Wk Range
1,471.31 - 1,853.36
1 Yr Return
17.78%
YTD Return
12.92%
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52Wk Range
1,471.31 - 1,853.36
1 Yr Return
20.32%
YTD Return
12.92%
Fund Type
Open-End Fund
Objective
Nordic Region
Asset Class Focus
Equity
Geographic Focus
Nordic Region
NAV (on 05/24/2017)
1,824.08
Total Assets (m SEK) (on 04/30/2015)
602.000
Inception Date
12/29/2000
Last Dividend (on 09/30/2016)
38.37
Dividend Indicated Gross Yield
2.10%
Fund Managers
LARS-OLOV OLSSON / JONAS JAKOBSON
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.50%
Expense Ratio
1.50%

Top Fund Holdings

Name Position Value % of Fund
406.90 k 67.48 m 9.30
159.00 k 49.88 m 6.88
628.80 k 47.07 m 6.49
90.91 k 38.80 m 5.35
36.60 k 37.92 m 5.23
36.33 k 33.06 m 4.56
85.70 k 32.10 m 4.43
85.20 k 30.35 m 4.18
390.40 k 29.81 m 4.11
137.30 k 29.53 m 4.07
Profile
Nordic Equities Strategy is an UCITS-fund (open-ended) focusing on the Nordic region (Sweden, Norway, Denmark and Finland). The Fund contains a portfolio of 20-40 equities and does not endeavour to obtain an even geographic or sectoral diversification, but to identify equities of interest (stockpicking). With a carefully designed investment process it aims to achieve long-term value growth.
Address
Nordic Equities Kapitalforvaltning
Grev Turegatan 7
Box 7238
103 89 Stockholm
Sweden
Phone
+46-8-545-04510