Standing strong.
Inflation, rising rates and economic uncertainties are today’s main headwinds.
Nordea’s stable equities can offer your portfolio a solid foundation to strengthen the resilience of your equity exposure while facing the challenges ahead.1
We select stocks with stable earnings, dividends and cash flows. These are typically 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.
Fortify your equity allocation
Defend against high inflation - invest in high-quality companies
Strong brands with market-leading positions and pricing power
Global Stable Equity Strategy Earnings revisions vs equity markets2
(ex.energy / materials)
High quality businesses usually have less cyclical earnings to protect against inflation
Position for rising interest rates - focus on attractively-valued companies
Portfolio's value tilt provides lower sensitivity to interest rates
2022 CY performance in %3
For more information on the fund performance, please refer to the Factsheet of the fund.
Portfolio Value tilt offers lower sensitivity and stronger capital preservation
Manage the economic slowdown - choose less cyclical companies
Lower exposure to fundamental risks, more stable earnings, growth and dividends
Earnings growth and Dividends of the Global Stable Equity Strategy vs the MSCI World Index4
Portfolio Quality tilt offers stability of earnings throughout the cycle
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.
