The fund invests chiefly directly and indirectly in a global portfolio of equities from various regions, countries and sectors. The equity portfolio will typically consist of shares from 30 - 50 companies. Assets are also invested in emerging-market equities. These equities involve a certain degree of risk.
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.
Secondary name: Jyske Invest Favourite Equities
MSCI World Index (Net Total Return)
The benchmark has applied since: 01.09.2021