Danske Invest Allocation Horisont Balanserad Class SA
LU1349505955
Danske Invest Allocation Horisont Balanserad Class SA/ LU1349505955 /
NAV13.06.2024 |
Diff.+0.9600 |
Ertragstyp |
Ausrichtung |
Fondsgesellschaft |
300.2600SEK |
+0.32% |
thesaurierend |
Mischfonds
weltweit
|
Danske IM Co. ▶ |
Investmentstrategie
The objective of this fund is to achieve above-market performance, while applying a balanced asset allocation strategy. The share class is accumulating.
The fund gains exposure, directly or through other funds, to equities and bonds. The fund generally expects to place relatively equal emphasis on equities and bonds. The fund only invests in underlying funds where similar ESG-related processes, criteria and characteristics are applied or can be found. The fund may gain exposure to any credit quality, sector and country, including emerging markets. Specifically, the fund"s default asset allocation is 50% in equities and 50% in bonds, but this may be adjusted depending on the investment manager"s market outlook. The fund is categorised as article 8 under SFDR and promotes environmental and/or social characteristics, as well as good governance practices, through screening, exclusions, investment analysis and decision-making as well as active ownership. The fund follows Danske Invest's responsible investment policy.
Investmentziel
The objective of this fund is to achieve above-market performance, while applying a balanced asset allocation strategy. The share class is accumulating.
Stammdaten
Ertragstyp: |
thesaurierend |
Fondskategorie: |
Mischfonds |
Region: |
weltweit |
Branche: |
Mischfonds/ausgewogen |
Benchmark: |
40% OMRX Total Market Index, 40% MSCI AC World (net dividends reinvested) |
Geschäftsjahresbeginn: |
01.01 |
Letzte Ausschüttung: |
- |
Depotbank: |
J.P. Morgan SE - Luxembourg branch |
Ursprungsland: |
Luxemburg |
Vertriebszulassung: |
Luxemburg |
Fondsmanager: |
Karl Burck |
Fondsvolumen: |
11.33 Mrd.
SEK
|
Auflagedatum: |
10.11.2017 |
Investmentfokus: |
- |
Konditionen
Ausgabeaufschlag: |
0.00% |
Max. Verwaltungsgebühr: |
1.03% |
Mindestveranlagung: |
- SEK |
Weitere Gebühren: |
- |
Tilgungsgebühr: |
0.00% |
Wesentliche Anlegerinformation: |
- |
Fondsgesellschaft
KAG: |
Danske IM Co. |
Adresse: |
13, rue Edward Steichen, 2540, Luxemburg |
Land: |
Luxemburg |
Internet: |
www.danskeinvest.de
|