Objectives

The objective of this fund is to achieve above-market performance. The share class is accumulating.

Investment policy

The fund is an actively managed equity fund investing in Norwegian equities - including securities listed on Euronext Growth Market (Norge Vekst).

Specifically, the fund invests at least 80% of net assets in equities and equity-related securities that are traded on a regulated market in Norway or, if traded on a regulated market elsewhere, are issued by companies that are domiciled, or do most of their business, in Norway.

The management company defines regulated markets as including the Euronext Growth. The fund may invest in securities traded on the Euronext Growth.

The fund complies with the VFF industry standards for Norwegian equity funds.

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 selects securities that appear to offer superior investment characteristics.

The fund generally expects that its holdings, and therefore its performance, may differ significantly from those of the benchmark.

The fund may use derivatives for hedging and efficient portfolio management.

Fund units can normally be redeemed on banking days.

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