The target of investment activities is steady value increase that exceeds money market returns in the long term and is positive during a reference period of one year, in all market conditions through active asset management pursuant to the Act of Common Funds and the fund's regulations.
The assets are invested mainly in the international fixed income markets. Thus, it is possible to optimise market valuation and risk/return ratios in selecting investments in fixed income asset classes (e.g. money market investments, corporate, bank, government and convertible bonds) and in individual instruments. The investments' credit rating is not restricted. The fund may utilise also the currency markets to achieve return. The modified duration, which describes interest rate risk, may vary between -5 and +5. The fund is categorized under SFDR as article 8 and promotes environmental and social characteristics, as well as good governance practices, through screening, restrictions, investment analysis and decision-making as well as active ownership. The fund follows Danske Invest’s responsible investment policy. The returns on the fund's investments, such as interest, will be reinvested.
The fund is suitable for investors who seek moderate returns in all market conditions, while also tolerating value decreases. The fund is suitable as part of a diversified investment portfolio. Investors may subscribe for and redeem fund units on every banking day. The fund's base currency is the euro.
Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 3 years.