Nordea 1 - Nordic Equity Fund BC GBP

Category Nordic Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£21.2834

arrow-down£-0.104 (-0.49%)

Fund Code

NOEQA

B9MT3G4

LU0841548497

Prices updated as at 10 Jan 2025

Prices in GBP

Investment objective

To provide shareholders with investment growth in the long term. The fund mainly invests in equities of Nordic companies. Specifically, the fund invests at least 75% of total assets in equities and equity-related securities issued by companies that are domiciled, or conduct the majority of their business, in the Nordic region. In actively managing the fund’s portfolio, the management team selects companies that appear to offer superior growth prospects and investment characteristics.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	Nordic Equity
31 Dec 14 - 31 Dec 15	12.58	14.86
31 Dec 15 - 31 Dec 16	13.94	21.99
31 Dec 16 - 31 Dec 17	15.26	13.74
31 Dec 17 - 31 Dec 18	-7.71	-8.62
31 Dec 18 - 31 Dec 19	16.23	17.64
31 Dec 19 - 31 Dec 20	25.63	24.79
31 Dec 20 - 31 Dec 21	18.13	16.36
31 Dec 21 - 31 Dec 22	-5.07	-13.53
31 Dec 22 - 31 Dec 23	3.17	8.00
31 Dec 23 - 31 Dec 24	-2.69	0.31

Trailing returns (%)

Year	This fund	Nordic Equity
1 Day	-0.49	-0.24
1 Month	-3.18	-1.93
3 Months	-6.18	-4.18
6 Months	-5.24	-4.00
1 Year	1.48	4.14
3 Years annualised	0.35	0.12
5 Years annualised	7.59	7.02

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.