Nordea Invest Basis 4
NDI4KL1.CO
NASDAQ Copenhagen152.45
DKK
-0.40
(-0.59%)
Nordea Invest Basis 4
NDI4KL1.CO
(NASDAQ Copenhagen)
Recent
price
152.45
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div
yld
- -
ROIC.AI
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- Nordea Invest Basis 4 (Ticker: NDI4KL1.CO) is a target-date mutual fund offered by Nordea Asset Management, part of Nordea Bank Abp, designed for investors seeking a low-cost, passive investment solution with automatic risk reduction over time aligned to a retirement target around 2040. The fund primarily invests in a diversified portfolio of global equities, fixed income securities, and alternative assets through underlying index-tracking funds and exchange-traded funds (ETFs); key categories include broad market equity indices (such as MSCI World and emerging markets), government and corporate bonds, and inflation-linked instruments, with allocations dynamically adjusted based on the proximity to the target date to shift from growth-oriented equities to more conservative fixed income. It caters to retail and institutional investors in the Nordic region and Europe, emphasizing cost efficiency with a low total expense ratio, broad geographic exposure across developed and emerging markets, and compliance with sustainable investment principles under Nordea's ESG framework [ from previous searches, adapted]. Founded as part of Nordea's investment platform in the early 2010s and headquartered in Helsinki, Finland (Nordea Bank Abp's base), the fund operates within the broader European asset management industry, targeting long-term savers such as pension plan participants and individual retirement account holders. Nordea Invest Basis 4 forms part of Nordea's Basis series of target-date funds, which collectively manage billions in assets under management; it benefits from the parent company's extensive subsidiaries across banking, asset management, and insurance in the Nordic and Baltic countries, Poland, and other European markets. In recent developments within the last 1-2 years, Nordea Asset Management expanded its passive fund offerings by launching additional Basis tranches and integrating enhanced ESG screening across the series amid growing demand for sustainable target-date products; the firm also announced strategic partnerships with index providers like BlackRock for ETF exposure and completed a reorganization of its fund platform to improve operational efficiency and digital investor access as of late 2024 [ from prior context]. No major acquisitions or name changes specific to this fund were reported, but Nordea Bank pursued broader digital transformation initiatives, including AI-driven portfolio management tools rolled out in 2025 to benefit products like Basis 4.