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Nordea Inv. Verdens Obl.markeder

Ranked 3 out of 19 in - Global over 12 months
All calculations are in DKK unless stated

Managed by

Karsten Bierre

Head of Macro & Strategy, head of fixed income asset allocation and senior portfolio manager at Nordea Investment Management since 2003, Karsten Bierre manages the Nordea 1 Flexible Fixed Income and the Nordea Invest Verdens Obligationsmarkeder funds dealing in global bonds, using a long only total return global fixed income strategy. Before joining Nordea, Karsten was a senior analyst, strategist at Nordea Markets and prior to this a senior economist at Danske Bank. He is a member of the Danish Finance Society and the Danish Economic Society and graduated from the University of Copenhagen with a degree in Economics. Karsten is a keen swimmer outside of work.

Objective

The Fund invests globally in bonds and / or units of other funds and investment institutions. The Fund invests in corporate bonds and government guaranteed bonds. The Fund may invest both in investment grade bonds and high yield bonds and bonds from emerging market countries. The Fund may invest in unlisted bonds.

Showing fund performance in Denmark View performance globally

Performance

Global over : 31/05/2016 - 31/05/2017
  • Rank 3/19 Total Return
  • Rank 14/19 Standard Deviation
  • Rank 13/19 Max Drawdown
Fund Name Currency Return
1 Danske Invest Engros Flexinvest Udenlandske Obl KL DKK

8.2%

2 PBPM Obligationer KL1

Currency exposure is hedged

Currency exposure is hedged

DKK

6.1%

3 Nordea Inv. Verdens Obl.markeder DKK

5.9%

4 PIMCO GIS Global Advanage Inst DKK (Prt Hdg)

Currency exposure is hedged

Currency exposure is hedged

DKK

5.4%

5 Danske Invest Udenlandske Obligationsmarkeder KL DKK

4.8%

Fund Name Currency Loss
11 Danske Invest Engros Flexinvest Udenlandske Obl KL DKK

-2.7%

12 Nordea 1 - Flexible Fixed Income BI DKK DKK

-2.7%

13 Nordea Inv. Verdens Obl.markeder DKK

-2.8%

14 BGF World Bond X2 DKK Hedged

Currency exposure is hedged

Currency exposure is hedged

DKK

-3.6%

15 Jyske Invest Favorit Obligationer DKK

-3.6%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.7%
2016 7.0% 2.9% 2.3% 3.1% -1.4%
2015 -0.6% 2.4% -2.0% -2.1% 1.3%
2014 7.5% 3.0% 3.3% 0.3% 0.8%
2013 0.3% -0.4% -3.0% 2.1% 1.6%
2012 16.1% 5.7% 0.7% 5.4% 3.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date14/12/2011
  • Share Class size1,196Mn
  • Base currencyDKK
  • ISIN DK0060353886

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management0.74%

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