Periods of volatility still sees US offshore equity funds stay positive

clock

in the us, the value players are those currently dominating the performance charts with growth funds still suffering

Performance for offshore US equity funds over a five-year period has been fairly positive, with the top performing Nordea 1 North America Value achieving a five-year performance figure of 209.3%. Portfolios that performed well invested in value stocks and stayed clear of positions that were heavily weighted towards large cap stocks. The Nordea 1 North America Value fund has gone through periods of volatility over the past five years but has been the top-performing product. Out of the five years the main good performance can only be attributed to the years 1998 and 2003. Companies which...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Women in Financial Advice Awards 2026: Nominations close today!

Women in Financial Advice Awards 2026: Nominations close today!

Awards to be held at Hilton Bankside in London

Professional Adviser
clock 08 May 2026 • 1 min read
'Quality is the golden thread' – why Benchmark won Best Advice Network

'Quality is the golden thread' – why Benchmark won Best Advice Network

PA Awards 2026 winner shares secrets to success

Professional Adviser
clock 29 April 2026 • 3 min read
Editor's message: When new beginnings come together

Editor's message: When new beginnings come together

Professional Adviser will be back on Tuesday

Jen Frost
clock 02 April 2026 • 1 min read