Objectives

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.

Investment policy

The assets are invested mainly in publicly traded equities and equity-linked securities whose issuer is a company based or listed in the USA.

The investment strategy is passive. This means that the investments in the portfolio reflects the benchmark index. The assets are invested directly in a selection of equities included in the benchmark, using a model designed to reduce trading costs and minimise tracking error. As an investor, you can expect that the return in general corresponds to the development in the benchmark index. The return will typically be slightly lower that the development in the index due to charges. The fund is categorized under SFDR as article 8 and promotes environmental and social characteristics, as well as good governance practices, through screening, restrictions 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. The fund's base currency is the euro.

The fund is suitable for investors who seek high returns and asset value increases, while also tolerating even strong fluctuations or potential decrease in the value of the investment. 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 5 years.

Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 5 years.