Sydinvest Danish Equities DKK d
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).
Senior Portfolio Manager
Phone: +45 7437 3366
- Active Share
- Tracking Error
- Standard deviation (1 years)
- Standard deviation (3 years)
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|Documents and publications|
|Monthly Report (PDF)||Monthly report|
Placement of the fund on the scale is determined by the fluctuations of the funds NAV over the past five years.
- Lower risk
Potentially lower rewards
- Higher risk
Potentially higher rewards