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Nordea 1 - European Small and Mid Cap Eq E EUR

Ranked 15 out of 35 in - European Small & Medium Companies over 12 months
All calculations are in EUR unless stated

Managed by

Jesper Gulstad

Jesper Gulstad was born in Gentofte, Denmark in 1963. He graduated from the Copenhagen Business School where he gained a MSc in economics and business administration. Jesper started his career in 1988 as an analyst on Danish equities at Nordea. In 1990 he became a portfolio manager on Danish equities before managing European equities in 2005. Jesper is currently a portfolio manager of European small and mid cap equities at Nordea AB. He has been managing funds for over 19 years and is a member of the Danish Society of Financial Analysts. Outside of fund management he enjoys soccer and running.

Kalle Huhdanmäki

Objective

This Sub-fund shall invest a minimum of three-fourths of its total assets (after deduction of cash) in equities, other equity shares such as co-operative shares and participation certificates (equities and equity rights), dividend-right certificates, warrants on equities and equity rights issued by small and mid-size companies which are domiciled or exercise the predominant part of their economic activity in Europe. Smaller and mid size companies are to be understood as companies having market capitalization of up to 10 billion Euro (as measured at the time of acquisition).

Showing fund performance in Portugal View performance globally

Performance

European Small & Medium Companies over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1% 6.8% -0.9%
2017 17.1% 5.6% 2.8% 4.7% 3.0%
2016 -0.2% -7.3% -4.7% 9.1% 3.5%
2015 21.2% 16.0% 0.1% -4.3% 9.1%
2014 5.7% 6.1% -0.4% -3.0% 3.1%
2013 17.2% 5.6% -3.7% 7.9% 6.7%
2012 24.1% 14.4% -5.3% 9.7% 4.3%
2011 -16.3% 0.9% -2.8% -21.5% 8.8%
2010 25.3% 5.7% -4.7% 12.4% 10.7%
2009 26.3% 12.8% 6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. France
  4. Italy
  5. Luxembourg
  6. Netherlands
  7. Portugal
  8. Singapore
  9. Spain
  10. Switzerland
  11. United Kingdom

Fund Info

  • Launch date23/03/2009
  • Share Class size03Mn
  • Base currencyEUR
  • ISIN LU0417818746

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.30%
  • Initial investment1.30%

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