NN (L) Banking and Insurance (X Cap)

17/10/2019
688,46
Investment Scope

The fund invests in financial services companies such as banks, consumer finance companies, investment banks, asset management and insurance companies. The portfolio is diversified across different countries. Measured over a period of several years, we aim to beat the performance of the benchmark MSCI World Financials NR. We strive to add value to the fund by stock selection based on a thorough company analysis. We consciously weigh the upside potential from the current share price against the risks involved before including a stock in the fund.

 

 

Historical NAV
Calendar Year Performance (NET %)
Cumulative Performance (ΝΕΤ %)
EUR1y3y5y
Fund-4,0225,0722,34
Share Class Benchmark-0,5834,7529,65

Reference Date 30.09.2019
Practical Info
ISIN Code:
LU0121172307
Currency:
USD
Unit Class:
X CAP
Asset Class:
Equity
Region:
Global