Nordea BetaPlus. The active answer to passive.
Nordea BetaPlus
1 There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved. The value of your investment can go up and down, and you could lose some or all of your invested money.
Do you want to track, or do you want to lead?
Passive strategies offer diversification and cost efficiency, but by simply tracking an index, they leave no room for alpha.
While passive tracks, BetaPlus leads.
BetaPlus are our enhanced index solutions, designed to deliver consistent excess returns with limited active risk 1-2%.
By leveraging a proven quantitative, multi-factor framework, BetaPlus is the active answer to the passive trend.
BetaPlus. Be actively smart.
Nordea BetaPlus range offers standard, sustainable and customizable solutions across global and regional equity markets, available as funds, segregated mandates and active ETFs.
BetaPlus: scale, skills and track record
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Experience and expertise
15 years of performance history and more than EUR 60bn managed*
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Consistent alpha
Long-term consistent excess returns
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Superior sustainable option
Built on Nordea’s strong ESG credentials and climate expertise
(Available as ESMA compliant sustainable building blocks) -
Cost efficiency
Achieve targets in a cost-efficient way
*As of 30.04.2025
Long-term consistent alpha generation
Normalised rolling excess returns vs MSCI World Index
Average Rolling Excess Return (p.a.) | When excess returns is positive | When excess returns is negative | All Periods |
|---|---|---|---|
5Y | 1.01% | – | 1.01% |
3Y | 1.14% | -0.13% | 0.97% |
Source: Nordea Investment Management AB. Period under consideration: 30.11.2014 – 31.03.2025.
The performance represented is gross of fees, composite and historical; past performance is not a reliable indicator of future results and investors may not recover the full amount invested. The value of your investment can go up and down, and you could lose some or all of your invested money. For illustrative purposes only
Discover BetaPlus today
BetaPlus Enhanced
Where consistent long-term alpha meets limited active risk and cost efficiency.
BetaPlus Sustainable Enhanced
Alpha you can rely on. Sustainability you can believe in.