Changes in Fund Benchmark Indexes

Nordea Savings 15, 30, 50, and 75 Funds

Starting December 1, 2025, there will be changes in the benchmark indexes for Nordea’s Savings Funds. Previously, the funds tracked MSCI World and Nasdaq OMX Helsinki Cap indices for their equity investments. Going forward, the funds will also track the MSCI Emerging Markets index for their equity investments.

As a result of this change the diversification of the funds’ investments will improve. The dependence on the United States and the U.S. dollar will also decrease. Exposure to shares of leading U.S. technology companies will also be reduced. In the future, the funds’ investments will be better aligned with Nordea’s Premium Funds and Responsible Global Funds.

Nordea Savings Fixed Income

For the Nordea Savings Fixed Income, the three-month Euribor index (Euribor 3M) will be removed from the benchmark index. This adjustment will slightly increase the fund’s interest rate risk and raise the long-term annual return expectation. The share of a corporate bonds will increase in the index.

Do you have any questions about the change?

If you have any questions or would like to hear more about other investment options, please contact Nordea's customer service. You can reach customer service by calling 0200 3000 (local network charge), Mon-Fri 8:00 AM-8:00 PM. When you call us from the mobile bank, you are already authenticated and will receive service faster.

Best regards,

Nordea Funds Ltd

Josefin Degerholm

CEO