Megatrends Equities B EUR Acc
Investing in the 5 most important megatrends of the future
0.32 %
Per 20/11/25 12:07
LOW RISK
HIGH RISK
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DK0064081681
1.55 %
Profile
With Sydinvest Megatrends, you can invest in companies that see potential in tomorrow's major trends – from demographic shifts and technological breakthroughs to new global consumption patterns.
A Megatrend is a societal development that over time leads to major changes in society and changes the way we live our lives. By positioning yourself early against strong societal trends, you can increase your chances of capturing the stock winners of the future.
Focus on long-term earnings
Megatrends are a concept that outlines the direction in which society is moving. The combined effects of megatrends are indicative of the entire global economy and can therefore also provide an idea of where money should be invested. By using megatrends in an investment solution, the focus shifts from the short-term market situation to the long-term earnings opportunities.
Therefore, Sydinvest's new fund Sydinvest Megatrends invests in companies that are strongly positioned in relation to the society of the future. Sydinvest Megatrends invests in five themes, each inspired by its own megatrend. In short, these are Demographic Shifts, Technological Innovation, Future Security, Future Consumers and Climate Responsibility.
|
Nicolaj Jeppesen
Senior-Portfoliomanager Mail: nicolaj.jeppesen@sydbank.dk |
|
Jesper Engedal
Senior-Portfoliomanager Mail: jesper.engedal@sydbank.dk |
Fund Holdings
Fund Holdings
| Top 10 Holdings Securities | Sector | Country | Proportion |
|---|---|---|---|
| Kontanter og Diverse | Cash, derivatives etc | KONTANT | 1.68 % |
| Fund Holdings: 2 | |||
| Show all | |||
Distribution by country
Sector distribution
| Sector | Proportion | Change (%-Points) |
|---|---|---|
| Other | 100.00 % | 0.00 % |
Distribution by country
| Country | Proportion | Change (%-Points) |
|---|---|---|
| United States | 66.10 % | 3.59 % |
| China | 5.61 % | 0.60 % |
| United Kingdom | 4.12 % | -1.00 % |
| Taiwan, Province Of China | 3.01 % | 0.63 % |
| Canada | 2.77 % | 0.45 % |
| Japan | 2.24 % | -0.52 % |
| Germany | 2.20 % | -0.43 % |
| France | 1.96 % | -0.71 % |
| KONTANT | 1.68 % | -1.06 % |
| Other | 10.32 % | -1.55 % |
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Risk Scale
The risk indicator indicates the fund's risk level compared to other products. The classification may change and is not necessarily a reliable indicator of the future risk profile.
Fees and Expenses
Fees and Expenses
| Fees and Expenses | Running approx. | Indirect Trade Cost | Subscription | Redemption |
|---|---|---|---|---|
| Megatrends Equities B EUR Acc | 1.55 % | 0.21 % | 5.14 % | 0.11 % |
Key Information
Key Information per. 31/10-25
| ISIN | DK0064081681 |
| Danish VP Code | 6408168 |
| Inception of Share Class | 30.09.2025 |
| Benchmark | MSCI All Country World |
| Listed | No |
| Accumulated | No |
| AGM (annual general meeting) | 27.03.2025 |
| Rec. investment horizon | Min. 4 years |
| Portfolio Manager | |
| Base currency | EUR |
| Expected annual costs | 1.55 % |
| Indirect Trade Cost | 0.21 % |
| Share Class Assets (m) | 0 EUR |
| Total Assets (m) | 1,585 EUR |
| Denomination | 10 |
| Tax rate 2023 | EUR |
| NAV ultimo October 2025 | 10.54 |
| Tax Rate | - |
| Fund Holdings | 133 |
| Income type | Capital income |
| Taxation | Stock taxation |
| Dividend (2024) | - |
| Year to Date | 2.92 % |
| Active Share | 66.8 |
| Tracking Error | |
| Deviation + (1 year) | - |
| Deviation + (3 years) | - |
| Sharpe Ratio (3 Years) | - |