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

£21.8118

arrow-up£0.052 (+0.24%)

Fund Code

NOEQA

B9MT3G4

LU0841548497

Prices updated as at 15 Nov 2024

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
30 Sep 13 - 30 Sep 14	-5.06	3.37
30 Sep 14 - 30 Sep 15	4.89	3.81
30 Sep 15 - 30 Sep 16	21.66	31.96
30 Sep 16 - 30 Sep 17	17.21	17.97
30 Sep 17 - 30 Sep 18	4.43	2.64
30 Sep 18 - 30 Sep 19	-1.11	-2.21
30 Sep 19 - 30 Sep 20	21.25	18.94
30 Sep 20 - 30 Sep 21	25.89	22.97
30 Sep 21 - 30 Sep 22	-14.80	-19.28
30 Sep 22 - 30 Sep 23	5.27	9.21
30 Sep 23 - 30 Sep 24	18.06	18.91

Trailing returns (%)

Year	This fund	Nordic Equity
1 Day	0.24	-0.53
1 Month	-5.11	-4.78
3 Months	-3.33	-4.86
6 Months	-4.18	-5.77
1 Year	8.85	10.76
3 Years annualised	-1.58	-2.70
5 Years annualised	9.06	7.89

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.

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