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You are here: Manager factsheet

Joakim Ahlberg

FE fundinfo Alpha Manager
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Manager profile
Joakim joined Nordea Investment Management as responsible for research on the Industrial as well as the Mining sector in March 2014. In November 2018, Joakim became the lead PM for the new fund North American Stars. Since joining Nordea, he has conducted research in the Chemicals, Business services and Technology sectors. Throughout this period, Joakim has also been co-managing global funds in the Fundamental Equities team. As of 2017, Joakim is responsible for research on the Cyclicals Super Sector. Prior to joining Nordea, Joakim worked as an investment analyst for 8 years at CA Cheuvreux, Credit Agricole, providing bottom up research on several sectors, such as Mining, Oil, Shipping & Business Services. When he left CA in 2014 he served as Head of the European Mining sector. Joakim holds a Msc in Finance from Stockholm School of Economics.
Total return for Joakim Ahlberg
Discrete calendar year performance : Joakim Ahlberg

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Joakim Ahlberg 0.7 -2.6 23.7 14.1 8.8 15.3 16.1 - - -
Peer Group Composite 3.5 -2.2 26.9 3.4 4.6 8.8 16.2 - - -
Over / Under -2.8 -0.4 -3.2 10.7 4.2 6.5 -0.1 - - -
Performance vs peer group composite: Joakim Ahlberg
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
Overall markets
Outperformed peer group composite
3 years
out of a possible 7
Overall markets
Underperformed peer group composite
4 years
out of a possible 7
Rising markets
Outperformed peer group composite
3 years
out of a possible 6
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Nordea 1 Global Stars Equity Co-managed FO Equity - International since May 17 2016 to present
Nordea 1 North American Stars Equity Fund Co-managed FO Equity - North America since Nov 19 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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