Sydinvest Far East Equities EUR Acc
The fund invests actively in companies from countries in Asia, Latin America, Eastern Europe, the Middle East and Africa. Portfolio philosophy is based on extensive analysis of global and local market conditions involving four elements: macroeconomic analysis, structural themes, style analysis and an assessment of each company’s business model, quality and return potential. This process aims to identify a robust portfolio of shares that is expected to deliver growth and quality at an attractive price. A portfolio usually comprises between 80 and 120 shares spread across countries, industries and companies.
The typical investor
The typical investor has an investment horizon of at least 3 years and is looking for a high degree of diversification across Far Eastern 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.
The objective is to obtain a return that equals or outperforms the return of the fund’s benchmark over a three-year period while observing stipulated risk limits. The fund’s benchmark is MSCI AC ASIA excluding Japan, including net dividends, unhedged to DKK
Senior Portfolio Manager
- 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