Nordic Long/Short Equity

Nordic Long/Short Equity

Nordic Long/Short Equity has an absolute return objective and a target risk range of 5–15%. Over time, it aims to deliver returns in line with a Nordic equity index at half the risk. The fund’s net equity exposure may range from −10% to +80%, and it invests in Nordic companies of all sizes. Its strategy combines long and short positions and makes extensive use of derivatives, including to help protect the fund during sharp market declines.

Nordic Long/Short Equity is a light green fund under Article 8 of the EU Sustainable Finance Disclosure Regulation (SFDR). This means that the Sub-Fund promotes environmental and/or social characteristics but does not have sustainable investment as its objective. At least 40% of the Sub-Fund’s investments will promote environmental and/or social characteristics. Also, at least 10% will be sustainable investments with an environmental or social objective respectively. The objective of the sustainable investments is to contribute to the achievement of the 17 Sustainable Development Goals and the 2030 Agenda.

Fund facts

• Start Date2011-02-01
• Current Annual Fee2,50 %

Risk information

• Risk level
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• Risk LevelMedium (3)
• Total Risk (3 years)9,07 %
• Sharpe Ratio (3 years)0,17

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