Sydinvest Global Value Equities EUR Acc
Basic Stocks

Sydinvest Global Value 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 typical investor
The typical investor has an investment horizon of at least 3 years and is looking for a high degree of diversification across countries, sectors and 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 returns in global equity markets over a three-year period while observing the fund’s risk limits.

The fund invests globally in shares. Investments are diversified across different countries and industries. The fund’s largest investments are in USA and Europe. The fund pursues an equal weight value strategy. The idea behind equal weight is that all equity investments represent roughly the same share in the fund. For instance if the fund has invested in 100 shares, each share will constitute around 1.0% of the fund. When investing according to a value strategy, we select companies that are inexpensively priced based on a number of financial ratios relative to the share price of the companies.

The fund’s benchmark is MSCI All Country World Index, including net dividends, unhedged to EUR.


Romanas Narusis, CFA
Portfolio Manager
Education: MSc, CFA, FRM
Phone: +45 7437 3369

Michael Thomassen, CFA
Portfolio Manager
Education: MSc, CFA, FRM
Phone: +45 7437 3367


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