Objectives

The investment activities aim, through active asset management, to achieve the best possible return by the end of 2040, after which every attempt will be made to secure the fund's accumulated assets by investing in fixed income-based investments.

Investment policy

The Fund’s assets are invested globally in equity and fixed income markets, either directly or through other mutual funds. At first, the principal weighting will be in equity investments, but after 2030 the equity allocation will gradually decrease, and the fixed income allocation will gradually increase. After 2040, assets will be invested only in the fixed income markets. In addition, within the limits set by the Fund Regulations, the Fund may invest 0%–20% of its assets in units of mutual funds and collective investment schemes other than those investing solely in direct fixed income or equity instruments. These may include, inter alia, funds combining fixed income, equity and derivative strategies. 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. The returns, such as dividends and interest, will be reinvested. The fund's base currency is the euro.

The fund suits investors with a long investment horizon and who seek high returns on their investment, while tolerating significant value fluctuations or even decreases. The fund is well-suited for pension saving or other target-oriented saving, in which the target year is around 2040. Recommendation: The recommended investment horizon is until 2040, or at least for more than five years. Investors may subscribe for and redeem fund units on every banking day.