Period Fund Benchmark
1 month
-1.25 %
-1.61 %
3 months
5.30 %
5.17 %
6 months
8.35 %
8.40 %
12 months
8.24 %
9.91 %
YTD
12.47 %
12.45 %
2 years
-5.62 %
-2.85 % per year
-4.20 %
-2.12 % per year
3 years
14.57 %
4.64 % per year
16.75 %
5.30 % per year
4 years
16.34 %
3.85 % per year
29.38 %
6.64 % per year
5 years
11.37 %
2.18 % per year
29.85 %
5.36 % per year
Since launch (24/07/2000)
48.57 %
1.73 % per year
123.90 %
3.55 % per year
The return is stated in percentage of the fund’s denomination currency EUR before tax and before investor’s own issue and redemption costs, but less administrative and transaction costs of the fund.
Updated 31/08/2023- Source: Jyske Invest

Benchmark

80% MSCI World Net Total Return EUR Index
10% JPMorgan GBI Global Total Return Index Hedged EUR
5% ICE BofA Blended High Yield bonds (Hedged EUR)
5% JPMorgan EMBI Global Diversified Comp Hedged EURO

The benchmark has applied since: 01.09.2021