Investment policy

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.

Financial instruments

The fund may use derivative financial instruments.

Secondary name: Jyske Invest Favourite Equities

Benchmark

MSCI World Net Total Return USD Idx

The benchmark has applied since: 01.09.2021