Jyske Invest Balanced Strategy EUR is a share class under the fund Jyske Invest Balanced Strategy CL.
The fund invests in a global equity and bond portfolio. Equities account for 30 - 60%. The companies in the equity portfolio are from various regions, countries and sectors. The equity portfolio will typically consist of shares from 30 - 50 companies. 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 EUR or hedged to EUR. 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.
The fund may use derivative financial instruments.
50% JPM GBI Global (Hedged into EUR)40% MSCI All Country World (Hedged into EUR, NTR)5% BAML Blended High Yield bonds (Hedged into EUR)5% JPM EMBI Global Diversified (Hedged into EUR)
The benchmark has applied since: 01.01.2012