Objectives
The objective of this fund is to achieve long-term investment growth, while applying an opportunistic asset allocation strategy. The share class is accumulating.
Investment policy
The fund gains exposure, directly or through other funds, to equities. The fund mainly 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 sector and country, including emerging markets.
Specifically, the fund may be exposed up to 100% to equities, including up to 30% in emerging markets equities.
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.
In actively managing the fund’s portfolio, the management team uses an asset allocation based on a clearly defined investment process.
The fund may use derivatives for hedging and efficient portfolio management as well as for investment purposes.
Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 5 years.