LUXEMBOURG, LU — Nordea Asset Management (NAM) is pleased to celebrate the 5-year anniversary of Nordea 1 – Global Diversity Engagement Fund (BP-USD LU1939214778; BI-USD LU1939215403) a solution that invests in diversity leaders and engages with diversity improvers, with the aim of driving both alpha and social change1.

International Woman’s Day is a good occasion to celebrate the 5th anniversary of Nordea 1 – Global Diversity Engagement Fund (“the Fund”), a thematic global equity solution managed by portfolio managers, Julie Bech and Audhild Aabø, who are committed to investing in companies with stronger diversity practices including better gender balance.

The five star Morningstar2 solution builds on broad research confirming that companies with stronger diversity and inclusion have a competitive advantage over their peers. Consequently, the investment team is committed to helping companies strengthen and share the best D&I practices. In doing so, they seek to unlock long-term value. At its five year anniversary, the Fund (BI USD) has returned 69% since inception, outperforming the benchmark by 3.4%3. See chart below. 

“With projected investments in D&I set to reach USD 15.4 bn by 20264, the business case for diversity is strong. We believe diversity is material to company performance and investors are starting to take note. Nordea 1 –  Global Diversity Engagement Fund is designed to create value for those investors while also giving them an opportunity to participate in an investment solution that aims to generate a positive real-world impact.”
Julie Bech, co-Portfolio Manager of Nordea 1 – Global Diversity Engagement Fund  

On International Women’s Day, Nordea Asset Management celebrates the 5-year anniversary of Nordea 1 – Global Diversity Engagement Fund 1

Calendar year performance since inception:

On International Women’s Day, Nordea Asset Management celebrates the 5-year anniversary of Nordea 1 – Global Diversity Engagement Fund 2

Any investment decision in the sub-funds should be made on the basis of the current prospectus and the Key Information Document (KID). For more information on sustainability-related aspects of the fund, please visit:

1There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved.

2 © 2024 Morningstar, Inc. All Rights Reserved as of 31/01/2024. The Morningstar Rating is an assessment of a fund’s past performance — based on both return and risk — which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

3 Source: Nordea Investment Funds S.A, date: 21.02.2019 – 29.02.2024. For BI-USD share class, performance calculated NAV to NAV (net of fees and Luxembourg taxes) in the currency of the respective share class, gross income and dividends reinvested, excluding initial and exit charges as per 21.02.2024. Initial and exit charges could affect the value of the performance. Past performance is not a reliable indicator of future results and investors may not recover the full amount invested. If the currency of the respective share class differs from the currency of the country where the investor resides the represented performance might vary due to currency fluctuations. Benchmark: MSCI ACWI Index (Net Return). Benchmark is used for comparison purposes only.

4 McKinsey & Company, Diversity, Equity and Inclusion Lighthouse 2023, Jan 2023

On International Women’s Day, Nordea Asset Management celebrates the 5-year anniversary of Nordea 1 – Global Diversity Engagement Fund 3
The summary risk indicator is a guide to the level of risk of this product compared to other products. It shows how likely it is that the product will lose money because of movements in the markets or because we are not able to pay you. We have classified this Fund as 4 out of 7, which is a medium risk class. This rates the potential losses from future performance at a medium level, and poor market conditions could impact the Fund’s capacity to pay you. This risk is not considered in the indicator shown above. For more information on risks the fund is exposed to, please refer to the section “Risk Descriptions” of the prospectus. Other risks materially relevant to the PRIIP not included in the summary risk indicator: Depositary receipt risk: Depositary receipts (certificates that represent securities held on deposit by financial institutions) carry illiquid securities and counterparty risks. Derivatives risk: Small movements in the value of an underlying asset can create large changes in the value of a derivative, making derivatives highly volatile in general, and exposing the fund to potential losses significantly greater than the cost of the derivative. Emerging and frontier markets risk: Emerging and frontier markets are less established, and more volatile, than developed markets. They involve higher risks, particularly market, credit, legal and currency risks, and are more likely to experience risks that, in developed markets, are associated with unusual market conditions, such as liquidity and counterparty risks. Securities handling risk: Some countries may restrict securities ownership by outsiders or may have less regulated custody practices. Taxation risk: A country could change its tax laws or treaties in ways that affect the fund or shareholders.