Sydinvest Latin America Equities EUR Acc
Growth Stocks

Sydinvest Latin America Equities EUR Acc

Investment profile
The fund invests actively in companies from countries in Latin America. 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 Latin American 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.

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 MSCI Latin America, including net dividends.

Portefoliemanager

Nicolaj Jeppesen
Portfolio Manager

Mail: nicolaj.jeppesen@sydinvest.dk

Development in NAV
Ratios
Value
ISIN
DK0060647873
Active Share
35.0
Tracking Error
-
Standard deviation (1 years)
-
Standard deviation (3 years)
-
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Documents and publications
KIID KIID
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.
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  • Lower risk
    Potentially lower rewards
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  • Higher risk
    Potentially higher rewards
Disclaimer