Jyske Invest Balanced Strategy USD 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 USD or hedged to USD.
The objective of the portfolio management is continuously to generate a risk-adjusted return which is at least in line with the risk-adjusted return of the fund’s benchmark.
The return is measured over the time horizon which the typical investor in the fund should have as a minimum according to the paragraph on ‘The typical investor’.
The portfolio return is stated after costs of active portfolio management.
The fund may use derivative financial instruments.
50% JPMorgan GBI Global Total Return Index Hedged EUR40% MSCI World Net Total Return EUR Index5% ICE BofAML Blended High Yield bonds (Hedged EUR)5% JPMorgan EMBI Global Diversified Comp Hedged EUR
The benchmark has applied since: 01.09.2021