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Nordea 1 - Global Climate and Environment Fund BC GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Nordea Investment Funds SA
Fund Summary The fund's objective is to provide shareholders with investment growth in the long term. In actively managing the fund's portfolio, the management team focuses on companies that develop climate- and environment-friendly solutions, such as renewable energy and resource efficiency, and that appear to offer superior growth prospects and investment characteristics. The fund mainly invests in equities of companies from anywhere in the world. Specifically, the fund invests at least 75% of total assets in equities and equity-related securities. The fund will be exposed (through investments or cash) to other currencies than the base currency. The fund may use derivatives for hedging (reducing risks), efficient portfolio management and to seek investment gains. A derivative is a financial instrument which derives its value from the value of an underlying asset. The use of derivatives is not cost or risk-free. The fund is subject to Nordea Asset Management's responsible investment policy.
SEDOL code BF1YCX2
ISIN LU0841585341
Fund code NOBCA
Managers Thomas Sørensen, Henning Padberg
Manager Tenure 11 years
Morningstar Category Sector Equity Ecology
Fund Size £1,452 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 1.25%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £16.8600
Buy Price £16.8600
Price Change +0.1783%
Price Date 17th October 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 12th August 2019
Fund Status OPEN
Thomas Sørensen has been the portfolio manager on the Nordea 1 – Global Climate and Environment Fund since its launch in 2008. In 1999, he joined the Asset Management division and has undertaken a number of portfolio management and research responsibilities, including now being the analyst responsible for the Commodities Super Sector research globally. Thomas began his career in 1997 with Nordea. He holds a BSc. Finance from Copenhagen Business School.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018 2017
Fund Performance +12.84% +3.35%
Benchmark Performance
(Sector Equity Ecology)
+5.89% +5.35%
Time Period Cumulative Benchmark Performance
(Sector Equity Ecology)
Fund Compared to Benchmark
1 day 0.18% +18.56% -18.38%
1 week -1.75% -2.75% +1.01%
1 month -2.94% -3.07% +0.14%
3 months -2.03% +2.85% -4.88%
6 months 4.79% +11.13% -6.35%
1 year 16.12% +5.08% +11.04%
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 23.88% -1.34% +25.22%
Since inception 7.61% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Air Liquide SA FRA 4.13%
Linde PLC GBR 3.99%
Waste Management Inc USA 3.58%
Munchener Ruckversicherungs-Gesellschaft AG DEU 3.00%
American Water Works Co Inc USA 2.93%
Kerry Group PLC Class A USA 2.92%
Waters Corp USA 2.83%
International Flavors & Fragrances Inc USA 2.69%
Thermo Fisher Scientific Inc USA 2.60%
Eversource Energy USA 2.57%

Currently unavailable