"Nordic High Dividend Equity Portfolio" is an actively managed, discretionary portfolio that invests in the Nordic region with the aim of providing a good return regardless of the economic situation. The portfolio is suitable for those who want active management and want to avoid the work that a specialized investment strategy requires.
Investments are made through direct ownership in listed Nordic companies with historical and expected growing dividends. The portfolio's equity management has a clear strategy and investments are made in shares that show relative strength on the stock market.
Investment philosophy
The selection of companies is based on a quantitative analysis of fundamental data. Sometimes we also include "bubblers", provided they meet our selection criteria. The analysis is based on observed earnings and expected future dividends. The management applies additional technical tools as a final step in the selection process to adjust portfolio weights to reflect short-term market sentiment.
Risk management is integrated into the investment process, making the portfolio diversified across sectors and companies. We believe this is key to generating good risk-adjusted returns over time.
| Yield target | Above XACT Nordic (SEK) Index |
| Risk | In line with the stock market |