Investment policy

Jyske Invest Stable Strategy GBP is a share class under the fund Jyske Invest Stable Strategy CL.

The fund invests in a global equity and bond portfolio. Equities account for 0 - 40%. The companies in the equity portfolio are from various regions, countries and sectors. Investment is primarily made in bonds issued by or guaranteed by states, mortgage-credit institutions and international organisations. Assets are also invested in emerging-market bonds and equities and in corporate bonds. These bonds involve a certain degree of risk.

At least 75% of the fund's assets will at all times be invested in GBP or hedged to GBP. The objective of the portfolio management is to generate a return over time which is at least in line with the market development in the global equity and bond markets measured by a composite benchmark mentioned below.

If you calculate the fund's expected return on the basis of the most recently published Forecast Assumptions from Rådet for Afkastforventninger (council delivering return expectations) and the fund’s costs, the result will be negative. Hence the fund may not be suitable for investment of means that could otherwise be invested at 0% or more at the same or a lower risk.

Financial instruments

The fund may use derivative financial instruments.

Benchmark

65% JPM GBI Global (Hedged into EUR)
20% MSCI All Country World (Hedged into EUR, NTR)
7.5% ICE BofAML Blended High Yield bonds (Hedged EUR)
7.5% J.P. Morgan EMBI Global Diversified (Hedged EUR)

The benchmark has applied since: 01.01.2012