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What is Portfolio Designer?

Portfolio Designer suits you if you are not looking for investment advice but want an easy way to create a fund portfolio.

  • You can choose one of the five investment profiles in the tool depending on your risk appetite. 
  • Portfolio Designer will then create model portfolios that match the investment profile you selected. You will be able to choose your favourite from the three model portfolios.
  • You can set up an automated monthly saving plan, make a one-time investment – or do both.

Don't you know yet what kind of investor you are?

If you don’t yet know your investment profile and wish to receive advice, we’re here to help.

Choose the right portfolio for you:

Sustainable

Our dedicated experts actively strives to beat the market, while at the same time having high standards for environmental, social and governance policies in the companies, they invest in.

Enhanced

A cost effective portfolio, where our dedicated experts strive to deliver a slightly better return than the market through an award-winning, data-driven investment process.

Index

If your main priority is tracking market performance, the Index portfolio offer a range of attractive index close funds.

How to get started with Portfolio Designer

  1. Select the right investment profile for you from the five options: Cautious, Moderate, Balanced, Focus Growth and Focus Return.
  2. Select the savings amount and see how that affects the expected return.
  3. Select the fund portfolio that best fits your investment profile. Each model portfolio in the tool includes a different mix of equities and bonds depending on the return/risk profile. 
  4. You can track the performance of your savings easily in Nordea Mobile or Netbank. You are free to take out your savings, invest more or change your savings amount at any time.

Uncertain about choosing the right funds?

Portfolio Designer helps you build a diversified fund portfolio based on your preferred investment profile.

Try Portfolio Designer

About Portfolio Designer

If you know your preferred investment profile, try our Portfolio Designer tool. The tool does not provide you with any personal investment advice. If you would like to get some advice on how to select the right investment profile for you, you can turn to our digital investment adviser Nora or book a meeting with one of our investment experts.

Please note that the past performance of a fund is not a guarantee of future results. A fund’s net asset value (NAV) per unit may increase or decrease due to market movements, and it’s not certain that you will get back the entire amount you invested. We recommend that you read the fund’s Key Investor Information Document before making any investment decisions. You can access all fund documents in the Funds Now service.

Need help?

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