Three good reasons for choosing Jyske Invest

As a Jyske Invest investor you will benefit from investment solutions which are easy, active, innovative and individual. We offer you a broad range of equity, bond and strategy funds. And we always go for the best of the good investment opportunities.

Jyske Invest International gives you:

  • active investment focusing on optimisation of the risk/return ratio;
  • unique investment processes which combine model-based screening of markets with the knowhow, experience and common sense of our portfolio managers;
  • a decision process based on teamwork because we believe that evaluation by several persons makes for better investment decisions.

Our vision and values

Jyske Invest is in many ways an asset manager with a difference. We dare to stand out from the crowd to optimise fund performance.

Our vision is to be a widely acclaimed asset manager with consciously satisfied clients. We want to be known for our unique investment processes and client focus.

Discipline and teamwork are key words in our search for attractive investments.

Jyske Invest in brief

Jyske Invest International is a mutual fund that is fully owned by its members. We belong to the Jyske Invest Group which is domiciled in Silkeborg in Denmark. It has been domiciled here since early 1988. Today the Jyske Invest Group is one of the largest players in the Danish mutual fund market with about 30 employees and about 95,000 members resident in Denmark and elsewhere. The assets under management by the Group amount to about EUR 8.4bn.

Jyske Invest International offers 11 equity funds (12 inclusive of Aggressive Strategy with the secondary name of Jyske Invest Favourite Equities), 11 bond funds and 10 strategy funds (including two share classes).

Economies of scale

Expenses for administration, brokerage, etc. are shared by a large number of investors. Therefore the expenses have little effect on individual members' investments. Typically, the expenses will be lower than if you invested directly in equities and bonds. Basically, no tax is charged to investors who are not liable to pay tax in Denmark on the income and profit from their investments, always subject to the regulations of their country of residence. Jyske Invest International is not liable to pay tax because all the funds are cumulative.

UCITS regulation

Jyske Invest is subject to Danish legislation, which follows EU legislation on Undertakings for Collective Investment in Transferable Securities (UCITS). Among other things, the legislation ensures diversification and prohibits geared investments.

GIPS certification

Jyske Invest declares to meet the Global Investment Performance Standards (GIPS). Consequently, we calculate performance in accordance with an international standard used by portfolio managers, investment associations, etc.