Medalist Nordic Equity Funds
This list highlights the top-performing Nordic Equity funds, as rated by Morningstar. These funds invest predominantely in equities of companies from Scandinavian countries. At least 75% of their total assets is invested in equities, and at least 75% of equity assets in equities from the Nordic countries.
Morningstar uses a five-tier scale (Gold to Negative) to rate funds. For actively managed funds, Gold, Silver, and Bronze ratings are given to funds expected to outperform their relevant category index after fees and risk. For passive strategies, these ratings are given to funds expected to deliver alpha that exceeds either the category median net alpha or zero over the long term.
|
Name
ISIN
|
Medalist Rating
|
Morningstar Rating for Funds
|
Fund Size (Base Currency)
|
12 Month Yield
|
Total Return Rank in Category
1 Year
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Minimum Initial Investment
|
Domicile
|
|---|---|---|---|---|---|---|---|---|---|
| SEB Nordenfond B (SEK) Utd
SE0004867059
| SEK 21.77B | 3.13 | 9 | 11 | 3 | SEK 0 | Sweden | ||
| Handelsbanken Norden Selektiv (A9 EUR)
SE0005991742
| €1.25B | 0.00 | 36 | 28 | 27 | €0 | Sweden | ||
| Vibrand Norden A
NO0010241508
| NOK 787.67M | 0.00 | 68 | 25 | 1 | NOK 1,000 | Norway | ||
XF744654324453
| SEK 810.76M | 0.00 | 12 | 16 | 22 | SEK 0 | Sweden | ||
TF49946183325
| NOK 5.04B | 0.00 | 68 | 23 | 25 | NOK 10M | Norway | ||
TG63929252642
| NOK 20.65B | 0.00 | 10 | 12 | — | — | Sweden | ||
BP25269157984
| NOK 20.65B | 0.00 | 8 | 10 | — | NOK 1M | Sweden | ||
BZ987893193732
| DKK 1.19B | 0.00 | 1 | 1 | — | DKK 100 | Denmark | ||
MR6693776983
| NOK 5.04B | 0.00 | 63 | 21 | 25 | NOK 50M | Norway | ||
DS6595735136
| SEK 21.77B | 0.00 | 9 | 10 | 1 | SEK 0 | Sweden | ||
TC8335591471
| SEK 14.13B | 0.00 | 36 | 27 | 28 | — | Sweden | ||
ZX93851157535
| NOK 20.65B | 0.00 | 7 | 6 | — | NOK 10M | Sweden | ||
GN84348488696
| NOK 5.04B | 0.00 | 63 | 23 | 25 | NOK 25M | Norway | ||
FN629993171974
| NOK 1.93B | 0.00 | 12 | 16 | 17 | NOK 100 | Norway | ||
HC6733669432
| NOK 3.16B | 0.00 | 52 | 25 | 27 | NOK 1,000 | Norway | ||
DR212392926285
| $801.46M | 0.00 | 24 | 35 | 32 | $100 | Norway | ||
MF595457136979
| NOK 7.68B | 0.00 | 24 | 35 | 32 | NOK 100 | Norway | ||
MC297658339849
| NOK 3.09B | 0.00 | 32 | 35 | 55 | NOK 50M | Norway | ||
ZN8476945993
| NOK 6.93B | 0.00 | 26 | 35 | 50 | NOK 100 | Norway | ||
HB355457637394
| NOK 3.09B | 0.00 | 32 | 34 | 53 | NOK 500M | Norway | ||
YF5744251854
| NOK 6.93B | 0.00 | 24 | 35 | 49 | NOK 50M | Norway | ||
JS62758711638
| SEK 2.02B | 0.00 | 12 | 21 | — | SEK 100 | Norway | ||
QG85862958528
| NOK 3.09B | 0.00 | 32 | 34 | 53 | NOK 100M | Norway | ||
RV749966327994
| NOK 3.09B | 0.00 | 34 | 35 | 56 | NOK 10M | Norway | ||
QG29996271794
| NOK 6.93B | 0.00 | 24 | 35 | 49 | NOK 10M | Norway |
