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The fund is an equity-oriented balanced fund that mainly invests in equity and fixed-income funds managed by fund companies belonging to the Nordea Group. The fund can also make direct equity and fixedincome investments and invest in ETFs (Exchange-Traded Funds) and other external funds. The proportion of direct investments of the fund’s assets can be 45% at the most. The proportion of equity investments of the fund's assets may vary between 50% and 100% and the proportion of fixed-income investments between 0% and 50% based on the market view of the portfolio manager. The proportion of the fixed-income investments is typically 25% and the equity-related investments account for 75%.
Name | Title | Since | Until |
---|---|---|---|
Per Walter | - | 2019 | Now |
Kaj Forsström | - | 2016 | 2019 |
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