Nordea Norge Verdi Fund

Overview

Nordea Norge Verdi Fund is a Finnish mutual fund that primarily invests in Norwegian equities, aiming to achieve stable returns over time with lower risk compared to the broader market. The fund is actively managed by Nordea Funds Ltd, a subsidiary of the Nordea Group, and is led by Investment Director Robert Næss. It has been recognized for its consistent performance, being named the best Norwegian equity fund by Morningstar in both 2014 and 2024. The fund's investment strategy focuses on selecting well-managed companies with strong financial performance and reasonable valuations, targeting long-term capital appreciation. It adheres to specific sustainability criteria and follows Nordea's policy for responsible investments, integrating environmental, social, and governance (ESG) factors into its investment decisions. Over the past 20 years, Nordea Norge Verdi Fund has delivered an annual return of 11.3%, outperforming the Oslo Børs index, which achieved a 9.3% annual return in the same period. This track record underscores the fund's commitment to providing investors with consistent and competitive returns in the Norwegian equity market.

Investment Focus

• Subscription and redemption possible on Finnish business days, with some exceptions

Portfolio Companies