Sydinvest Global EM Equities EUR Acc
Growth Stocks

Sydinvest Global EM Equities EUR Acc


Investment profile
The fund is actively managed and pursues an equal weight strategy and a value strategy. The strategy basically has two aims. Firstly, investments are made in shares traded at low prices, ie value shares. Secondly, all portfolio shares carry equal weight, which means that most of the investors’ assets are invested in small and medium-size shares. We pursue an equal weight strategy and a value strategy because in a historical context inexpensive and small shares have proved to outperform the share market over time. The portfolio composition aims to reduce regional risk and sector risk relative to the fund’s benchmark. The fund is an accumulation fund.

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 companies from emerging and frontier markets. In addition the typical investor is looking for a good long-term investment opportunity to supplement other investments. 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. Unit class B uses the benchmark MSCI Emerging + Frontier Markets Index unhedged to EUR. In the attempt to fulfil the objective, investments will typically deviate from benchmark at country and sector levels and in terms of individual equities.


Jesper Engedal, CFA
Chief Portfolio Manager
Education: MSc
Phone: +45 7437 3300

Development in NAV
Active Share
Tracking Error
Standard deviation (1 years)
Standard deviation (3 years)
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Documents and publications
Monthly Report (PDF)Monthly report
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
  • Higher risk
    Potentially higher rewards