Stability in equities. It is possible.
Nordea’s Stable Equities aim to offer your portfolio a solid foundation to strengthen the resilience of your equity exposure while facing the challenge ahead.
Strength in Stability
We select stocks with stable earnings, dividends and cash flows. Companies with solid management that operate in established lines of businesses and have significant pricing power. All this strengthens the resistance of these companies and helps them to withstand fundamental pressures.
Don’t lose sight of the valuation
Attractively-priced portfolio positions are less vulnerable to high interest rates as long-term cash flows expectations are less important to assess their current valuation.
Our strengths
Long Track record & stability in the team since 2006
Unique blend of styles: Low Risk, High Quality, Value
Lower Volatility, Lower Drawdown, Lower Beta
Aiming to deliver superior return and lower risks than the global equity markets1
Nordea Global Stable Equities.
Stand strong in the face of uncertainty.
The performance represented is historical; past performance is not a reliable indicator of future results and investors may not recover the full amount invested. The value of your investment can go up and down, and you could lose some or all your invested money. Comparison with other financial products or benchmarks is only meant for indicative purposes.
1) There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved. The value of your investment can go up and down, and you could lose some or all of your invested money. 2)Source: Nordea Investment Management AB and Bloomberg. Period under consideration: 31.12.2021 – 31.12.2022. Ex-Energy due to the portfolio’s 0% exposure to the Energy sector. 3) Source: Nordea Investment Funds S.A. Performance in base currency and based on daily observations. Period under consideration: 31.12.2021 – 30.12.2022. 4) For the period 2006 – 2020, earnings growth is based on 12M final earnings per share and dividends paid. Estimated earnings growth is based on Bloomberg BEST estimates and estimated dividends are based on estimated dividend yields of 12M as of December 2021 (1.7% for MSCI World and 2.5% for low-risk stocks). Date: 31.12.2021. For illustrative purposes only. Stable Equities refers to the Global Stable Equities Strategy. MSCI refers to the MSCI World Index. The index is used for comparison purposes only. It is not possible to invest directly in an index.
