Your building blocks to an ESG portfolio.

Your building blocks to a MiFID-eligible ESG portfolio.

Nordea’s ESG STARS solutions span different regions and asset classes. We bring the track record, the scale, and the experience your portfolio needs.

- First ESG sector screening fund - launched in 1988 - First ESG STAR in 2011 - Dedicated Responsible Investment Team since 2009

Experience

- 7 ESG STARS > EUR 1 bn AuM - 9 ESG STARS > EUR 500 mio AuM - 11 ESG STARS > EUR 150 mio AuM

Size

- 2 ESG STAR older than 10 years - 6 ESG STARS older than 5 years - 12 ESG STARS older than 3 years

Track Record

- Regions: Europe, Nordic, EM, Asia, - North America, Global - Asset classes: equity, sovereign-, corporate- and high yield bonds

Scope

- SFDR Article 8 - Full ESG integration - Focus on active ownership - Solutions contributing towards net zero emissions

Solid ESG framework

Bond ESG STARS: 40%

Equity ESG STARS: 50%

Committing to minimum percentage of Sustainable Investments**:

All Nordea ESG STARS funds meet the sustainability requirements for MiFID distribution. The ESG STARS strategies adhere to: • Active Ownership and Engagement • Enhanced exclusion filters and other limits • Exclusion list, both sectorial and company blacklist • Norms-based Screening • Paris Aligned Fossil Fuel Policy (PAFF) • Considering Principal Adverse Impact

We take ESG seriously

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

113 / 122

AA / AA

1356

30/05/2012

North American Stars Equity Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

58 / 322

A / BBB

2319

15/04/2011

Emerging Stars Equity Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

25 / 50

A / BBB

26/10/2015

Emerging Stars Local Bond Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

112 / 140

AA / AA

2297

17/05/2016

Global Stars Equity Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

67 / 98

AA / AAA

1708

14/11/2017

European Stars Equity Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

31 / 50

AAA / AAA

212

19/08/2014

Nordic Stars Equity Fund

Nordea 1, SICAV

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

39* / 218

A / A

746

15/01/2019

European High Yield Stars Bond Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

60 / 124

AA / AA

1381

10/01/2019

European Corporate Stars Bond Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

58 /291

A / BBB

204

28/04/2020

Asian Stars Equity Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

155 / 164

BBB / BB

1019

17/01/2019

Emerging Stars Bond Fund

Let’s build ESG portfolios

Emerging Markets

North America

Europe

Nordea 1, SICAV

Global

Nordea 1, SICAV

Equity

Bond

*Products categorised based on the Sustainable Finance Disclosure Regulation (SFDR). **For more information on sustainability-related aspects of the funds, please visit nordea.lu/SustainabilityRelatedDisclosures Data as of 30.06.2023. Sources: Nordea Investment Funds S.A. and MSCI. ©2023 MSCI ESG Research LLC. Reproduced by permission. Although Nordea Investment Funds S.A.'s information providers, including without limitation, MSCI ESG Research LLC. and its affiliates (the “ESG Parties”), obtain information from sources they consider reliable, none of the ESG Parties warrants or guarantees the originality, accuracy and/or completeness of any data herein. None of the ESG Parties makes any express or implied warranties of any kind, and the ESG Parties hereby expressly disclaim all warranties of merchantability and fitness for a particular purpose, with respect to any data herein. None of the ESG Parties shall have any liability for any errors or omissions in connection with any data herein. Further, without limiting any of the foregoing, in no event shall any of the ESG Parties have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damage. The funds are actively managed. The risk characteristics of the fund portfolio may bear some resemblance to those of the reference index. The funds uses a benchmark which is not aligned with the sustainable objective of the respective fund. 1) MSCI Emerging Markets NR Index 2) Weighted Average Carbon Intensity (tCO 2 e/USD million) Source: Data sourced from MSCI Inc. for equities and ISS Ethix for fixed income. 3) JP Morgan GBI Emerging Market Global Diversified. 4) JP Morgan Emerging Markets Bond Index Global Diversified. 5) MSCI All Country Asia Ex. Japan - NR Index. 6) Bloomberg Barclays US Credit Index. 7) MSCI All Country World - NR Index. 8) Russell 3000 - NR Index. 9) MSCI Europe - NR Index. 10) MSCI Nordic 10/40 Index NR. 11) ICE BofA European Currency High Yield Constrained Index - Total Return 100% Hedged to EUR. 12) ICE BofA Euro Corporate Index. 13) ICE BofA US High Yield Index. *Low coverage rate of 64,59%. For the display of the Weighted Average Carbon Intensity Nordea requires a minimum coverage rate of 75%. The displayed value of the Nordea 1 - European High Yield Stars Bond Fund is based on a coverage rate of 64,59%.

ESG STARS Microsite

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Nordea ESG STARS.

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Prices & Performance

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Nordea ESG STARS.

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Let us be your ESG partner of choice.

Since August 2022, distributors and financial advisors have to be able to offer MiFID-eligible ESG portfolios to clients with sustainability preferences.

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Prices and performance

Emerging Markets

Europe

Equity

Bond

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

115 / 221

AA / AA

1444

05/02/2019

US Corporate Stars Bond Fund

Launch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

120 / 281

AA / A

813

07/02/2019

North American High Yield Stars Bond Fund

Lauch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

114 / 247

AA / AA

1302

05/02/2019

US Corporate Stars Bond Fund

Lauch date

AuM (EUR mio)

MSCI ESG rating vs. BM

WACI vs. BM

151 / 358

A / BBB

635

07/02/2019

North Am. High Yield Stars Bond Fund