Danske Invest Allocation Horisont Balanserad Class SI
LU1349506334
Danske Invest Allocation Horisont Balanserad Class SI/ LU1349506334 /
NAV4/25/2025 |
Chg.+3.2000 |
Type of yield |
Investment Focus |
Investment company |
291.6200SEK |
+1.11% |
reinvestment |
Mixed Fund
Worldwide
|
Danske IM Co. ▶ |
Investment strategy
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.
Investment goal
The objective of this fund is to achieve above-market performance, while applying a balanced asset allocation strategy. The share class is accumulating.
Master data
Type of yield: |
reinvestment |
Funds Category: |
Mixed Fund |
Region: |
Worldwide |
Branch: |
Mixed Fund/Balanced |
Benchmark: |
40% OMRX Total Market Index, 40% MSCI AC World (net dividends reinvested) |
Business year start: |
1/1 |
Last Distribution: |
- |
Depository bank: |
J.P. Morgan SE - Luxembourg branch |
Fund domicile: |
Luxembourg |
Distribution permission: |
Czech Republic |
Fund manager: |
Karl Burck |
Fund volume: |
10.42 bill.
SEK
|
Launch date: |
11/13/2017 |
Investment focus: |
- |
Conditions
Issue surcharge: |
0.00% |
Max. Administration Fee: |
1.03% |
Minimum investment: |
- SEK |
Deposit fees: |
- |
Redemption charge: |
0.00% |
Key Investor Information: |
- |
Investment company
Funds company: |
Danske IM Co. |
Address: |
13, rue Edward Steichen, 2540, Luxemburg |
Country: |
Luxembourg |
Internet: |
www.danskeinvest.de
|