Objectives

The objective of this fund is to achieve investment growth in any type of market condition (absolute return). The share class is accumulating.

Investment policy

The fund targets alternative beta yields embedded in equity and volatility markets, as well as in interest rate, inflation, credit and currency markets with a focus on developed markets.

The fund is categorized under SFDR article 6. The fund follows Danske Invest’s responsible investment policy.

In actively managing the fund’s portfolio, the management team applies a flexible and dynamic allocation and invests in alternative beta strategies that seek to take advantage of both positive and negative market movements, as well as other market opportunities, while mitigating downside risk during adverse market conditions.

The fund may use derivatives for hedging and efficient portfolio management, as well as for investment purposes.

The main part of the share class' NAV will be hedged against the base currency of the fund. However, the share class remains exposed to the currencies of the investments in the fund.

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