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To maximise shareholder return in the long term through a combination of income and investment growth (total return). The fund targets a volatility in the range of 5% to 7%, where 7% is seen as the tail volatility during adverse market conditions. The fund mainly invests, directly or through derivatives, in various asset classes such as equities, bonds issued by companies, financial institutions or public authorities, money market instruments and currencies from anywhere in the world. Specifically, the fund may invest in equities and equity-related securities, debt securities and debt-related securities, money market instruments, and UCITS/UCIs, including exchange-traded funds. The fund may invest in credit default swaps. Due to its extensive use of derivatives, the fund may hold above 20% of its total assets in cash and cash equivalents. The fund may be exposed (through investments or cash) to other currencies than the base currency.
Name | Title | Since | Until |
---|---|---|---|
Asbjørn Trolle Hansen | Head | 2018 | Now |
Biography | Asbjørn Trolle Hansen holds a joint Master's Degree in Mathematics and Economics and a joint Ph.D. in Mathematical Finance. After attaining his Ph.D., Mr. Hansen worked in London, first for NatWest as a Derivatives Analyst from 1998 to 2000 and then as a Quantitative Specialist responsible for structured investments with Dresdner Kleinwort Benson’s Global Equities team. In 2000, Mr. Hansen returned to Denmark as Head of Alfred Berg’s Asset Allocation team. Mr. Hansen joined Nordea Investment Management AB in 2004 as Head of the Multi Assets team. | ||
Claus Vorm | Deputy Head | 2018 | 2023 |
Biography | Claus Vorm holds a Master’s Degree in Mathematics and Economics and a Ph.D. on the Interplay between Insurance and Finance. As part of his academic career, Mr. Vorm worked as an associate professor at the Laboratory of Actuarial Mathematics at the University of Copenhagen from 2000 to 2001. He then joined McKinsey & Co. as a part of their Financial Institutions Group before joining Nordea Investment Management AB in 2004. | ||
Karsten Bierre | - | 2018 | 2023 |
Biography | Karsten Bierre is the Head of Fixed Income Allocation in the Multi Assets Team. Mr. Bierre holds a Master's Degree in Economics from the University of Copenhagen and started his career with Danske Bank in 1994 as an Assistant Economist and later a Senior Economist. He joined Nordea Markets in 2001 as an adviser on the global economic and financial outlook for institutional clients, and later moved to Nordea Asset Management in 2003. Concurrently with positions in the banking sector Karsten has been affiliated with the Institute of Economics, University of Copenhagen, as an External Examiner. | ||
Per Walter | - | 2018 | 2023 |
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