The target of investment activities is to achieve long-term value increase on the invested assets through active asset management pursuant to the Act on Common Funds and the fund's regulations.
The assets are invested in euro-denominated bonds issued by companies. The issuers may also include governments, financial institutions or issuers other than European companies. The modified duration, which describes the interest rate risk of investments, may be a maximum of 10. The credit rating of the investment instruments must be at least Moody's Baa3, S&P BBB- or Fitch BBB- on average. 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 dividends and interest, will be reinvested.
It is generally expected that the fund's holdings may differ significantly from those of the benchmark, e.g. in relation to issuer, credit quality, countries and duration. The fund's performance may therefore differ from the benchmark. The fund is suitable for investors who seek a higher return than that of traditional bond investment, but do not wish to invest in the equity markets due to the higher risk. However, investors must accept that the fund's value may also fall. The fund is suitable as part of a diversified investment portfolio. Investors may subscribe for and redeem fund units on every banking day.
Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 3 years.