Sydinvest Danish Equities DKK d
Basic Stocks

Sydinvest Danish Equities DKK d

Investment profile
The fund invests in Danish equities. The fund invests in companies spread across different industries. The fund is actively managed. The selection of shares is based on a thorough analysis of companies’ financial statements and the composition of the fund’s investments focuses on achieving the highest possible return while considering risk.  

 

The typical investor
The typical investor has an investment horizon of at least 3 years and is looking for a high degree of diversifi-cation across Danish companies as a good long-term investment opportunity. Investors are expected to know that risk factors, see “Risk factors” below, may at times lead to significant price fluctuations within the fund.

Investment objective and benchmark
The objective is to obtain a return that equals or outperforms the return of the fund’s benchmark over a three-year period. The fund’s benchmark is “OMXC ALL CAP GI” (the capped version of OMXC ALL index, including dividends).

Portefoliemanager

Nicolas Rasmussen
Senior Portfolio Manager
Education: MSc
Phone: +45 7437 3366
Mail: nicolas.rasmussen@sydbank.dk

 

Development in NAV
Ratios
Value
ISIN
DK0060711208
Active Share
-
Tracking Error
-
Standard deviation (1 years)
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Standard deviation (3 years)
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Documents and publications
KIID KIID
Monthly Report (PDF)Monthly report
Risk
Risk Scale
Placement of the fund on the scale is determined by the fluctuations of the funds NAV over the past five years.
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  • Lower risk
    Potentially lower rewards
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  • Higher risk
    Potentially higher rewards