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Nordea Invest Klima og Miljo

Ranked 240 out of 256 in - Global over 12 months
All calculations are in DKK unless stated

Managed by

Thomas Sørensen

Until 1997 Thomas Sørensen was a trade consultant at the Royal Danish Embassy in the Hague before he moved to Nordea AS based in Copenhagen where he has undertaken a number of responsibilities within portfolio management. He currently runs the Nordea 1 Sicav Climate and Environment Equity Fund using an agnostic investment style. Thomas graduated from Copenhagen Business School with a BSc in finance and outside of fund management he enjoys skiing.

Objective

The Fund invests globally in equity securities of companies that are directly or indirectly involved in activities to improve the climate and environment. The Fund primarily invests its assets in listed shares and may invest up to 10 % of assets in unlisted shares.

Showing fund performance in Denmark View performance globally

Performance

Global over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -6.0% 4.1% 1.9%
2017 16.4% 8.1% -0.6% 4.8% 3.3%
2016 15.8% -4.4% 0.5% 9.3% 10.4%
2015 13.1% 16.7% -2.7% -10.6% 11.4%
2014 10.3% 6.2% 3.2% -0.9% 1.5%
2013 23.6% 10.5% 2.0% 6.5% 3.0%
2012 18.6% 12.7% -5.8% 5.1% 6.3%
2011 -14.5% 2.1% -4.7% -21.5% 11.9%
2010 4.0% -1.9% -5.9% 4.5% 7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date13/11/2009
  • Share Class size443Mn
  • Base currencyDKK
  • ISIN DK0060192185

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.54%

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