The objective of this fund is to achieve above-market performance, while applying a balanced-to-opportunistic asset allocation strategy. Dividends are normally distributed to investors each year.
The fund gains exposure, directly or through other funds, to equities and bonds. The fund generally expects to place an emphasis on equities. The fund only invests in underlying funds where similar ESG-related processes, criteria and characteristics are applied or can be found. The fund may gain exposure to any credit quality, sector and country, including emerging markets.
Specifically, the fund’s default asset allocation is 70% in equities and 30% in bonds, but this may be adjusted depending on the investment manager’s market outlook.
The fund is categorized under SFDR as article 8 and promotes environmental and/or 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.
In actively managing the fund’s portfolio, the management team applies a flexible asset allocation that seeks to take full advantage of market changes and opportunities.
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, as well as for investment purposes.
The fund may invest in Chinese A-shares subject to quota and operational constraints, which may increase legal and counterparty risk.
Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 3 years.