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What are Nordea’s Enhanced funds?

Nordea’s Enhanced funds combine some of the characteristics of both passive and active investments. The Enhanced funds are actively managed, but the level of activity, i.e. their deviation from the benchmark index, is small. The portfolio manager makes fewer selections than in a traditional actively managed fund, but may exclude some of the companies included in the fund’s benchmark index if they are considered unattractive investments.

This means that the portfolio manager of an Enhanced fund has more freedom than the manager of a passive fund. With appropriate stock picking, the Enhanced funds aim to outperform their benchmark index. However, since they are not truly active funds, stock picks are made fairly infrequently to guarantee relatively low management costs.

Enhanced funds in brief

Why invest in Enhanced funds?

Our Enhanced funds are suitable for you if you want:

  • a professionally and actively managed investment in the global equity markets. 
  • your investment to mainly track the performance of the markets while maintaining an opportunity for a return that slightly exceeds the return of the index. 
  • a widely diversified investment. 

Nordea Enhanced fund selection

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North American Enhanced

The fund invests in North American equities using the MSCI North America Index as its investment universe. However, this is not an index fund, as it excludes companies with a weak performance profile or limits their weight in its portfolio. The fund deviates from its benchmark index only moderately, but to a sufficient extent to give it a real opportunity to outperform its benchmark after costs.

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Emerging Markets Enhanced

An equity fund that invests in the emerging equity markets. The fund mainly invests in companies included in its benchmark index, but at the same time the portfolio managers aim to actively exclude companies whose share price is too high, low-quality companies and companies whose operating profit or cash flow is expected to deteriorate. The fund has holdings in a large number of companies and its benchmark index is the MSCI Emerging Markets Index.

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European Enhanced

An equity fund that invests in the European equity markets. The fund mainly invests in companies included in its benchmark index, but at the same time the portfolio managers aim to actively exclude companies whose share price is too high, low-quality companies and companies whose operating profit or cash flow is expected to deteriorate. The fund has holdings in a large number of companies and its benchmark index is the MSCI Europe Net Total Return Index.

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Japanese Responsible Enhanced

An equity fund that invests in the Japanese equity market. The fund mainly invests in companies included in its benchmark index, but at the same time the portfolio managers aim to actively exclude companies whose share price is too high, low-quality companies and companies whose operating profit or cash flow is expected to deteriorate. The fund has holdings in a large number of companies and its benchmark index is the MSCI Japan Index (Net Return).

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Global Enhanced

An equity fund that invests across the global equity markets with diversification. The fund mainly invests in companies included in its benchmark index, but at the same time the portfolio managers aim to actively exclude companies whose share price is too high, low-quality companies and companies whose operating profit or cash flow is expected to deteriorate. The fund has holdings in a large number of companies and its benchmark index is the MSCI World NTR Index.

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Global Enhanced Small Cap

An equity fund that invests in small capitalisation companies across the global markets. The fund mainly invests in companies included in its benchmark index, but at the same time the portfolio managers aim to actively exclude companies whose share price is too high, low-quality companies and companies whose operating profit or cash flow is expected to deteriorate. The fund has holdings in a large number of companies and its benchmark index is the MSCI World Small Cap Index.

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North American Enhanced
Emerging Markets Enhanced
European Enhanced
Japanese Responsible Enhanced
Global Enhanced
Global Enhanced Small Cap

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