Sydinvest Global EM Equities EUR Acc
Growth Stocks

Sydinvest Global EM Equities EUR Acc

 

Investment profile
The fund invests globally in shares in companies from Emerging and Frontier Markets – countries with considerable growth potential.

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.

Benchmark
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.

Portefoliemanager

Jesper Engedal, CFA
Chief Portfolio Manager
Education: MSc
Phone: +45 7437 3300
Mail: jesper.engedal@sydbank.dk

Development in NAV
Ratios
Value
ISIN
DK0060647444
Active Share
-
Tracking Error
-
Standard deviation (1 years)
7.93
Standard deviation (3 years)
14.16
Show More
 
Documents and publications
KID KID
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.
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • Lower risk
    Potentially lower rewards
  •  
  • Higher risk
    Potentially higher rewards
Disclaimer