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Nordea Invest Ptf Verdens Obligationsmarkeder

Ranked 6 out of 13 in - Global Corporates 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 or shares in other funds. The fund may also invest in government bonds and/ or government-guaranteed bonds. All bonds must be admitted to trading on markets that are approved by FSA. The fund can invest only in that grade bonds and/ or high yield bonds and bonds from emerging markets. The fund has the opportunity to invest in unlisted bonds. The fund may use derivative financial instruments to reduce risk or to achieve a better return. The fund will generally hedge its currency risk for currencies other than Danish kroner. The fund's investments are screened against the UN Principles for Responsible Investment and other international standards.

Showing fund performance in Denmark View performance globally

Performance

Global Corporates over : 31/12/2016 - 31/12/2017
  • Rank 6/13 Total Return
  • Rank 6/13 Standard Deviation
  • Rank 7/13 Max Drawdown
Fund Name Currency Return
4 Sydinvest Virksomhedsobligationer IG KL

Currency exposure is hedged

Currency exposure is hedged

DKK

3.9%

5 Danske Invest Globale Virksomhedsobligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

2.3%

6 Nordea Invest Ptf Verdens Obligationsmarkeder

Currency exposure is hedged

Currency exposure is hedged

DKK

2.1%

7 BankInvest Virksomhedsobligationer IG A DKK

2.0%

8 BankInvest Virksomhedsobligationer IG Akk A

Currency exposure is hedged

Currency exposure is hedged

DKK

1.9%

Fund Name Currency Risk
4 Sydinvest Virksomhedsobligationer IG KL

Currency exposure is hedged

Currency exposure is hedged

DKK

1.7

5 PFA Invest Kreditobligationer DKK

1.8

6 Nordea Invest Ptf Verdens Obligationsmarkeder

Currency exposure is hedged

Currency exposure is hedged

DKK

1.9

7 Danske Invest Globale Virksomhedsobligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

2.0

8 Sydinvest Virksomhedsobligationer HY Akk KL

Currency exposure is hedged

Currency exposure is hedged

DKK

2.0

Fund Name Currency Loss
5 SEBinvest Global Tactical Credit (Muzinich) P DKK

-0.5%

5 Danske Invest Globale Virksomhedsobligationer KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-0.5%

7 Nordea Invest Ptf Verdens Obligationsmarkeder

Currency exposure is hedged

Currency exposure is hedged

DKK

-0.5%

8 Alm. Brand Invest Virksomhedsobligationer DKK

-0.6%

9 Sydinvest Virksomhedsobligationer HY KL

Currency exposure is hedged

Currency exposure is hedged

DKK

-0.6%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 0.3% 0.4% 0.9% 0.5%
2016 3.5% 1.7% 1.2% 1.7% -1.2%
2015 -1.7% 1.6% -2.7% -1.4% 0.9%
2014 5.3% 2.2% 1.9% 0.1% 1.0%
2013 3.3% 0.4% -1.0% 1.9% 2.0%
2012 17.1% 7.0% -0.2% 5.9% 3.5%
2011 1.1% -4.1% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date24/02/2011
  • Share Class size7,320Mn
  • Base currencyDKK
  • ISIN DK0060273266
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.62%

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