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 Fund’s assets are invested globally in equity and fixed income markets, either directly or through other mutual funds. The proportion of fixed income-based investments in the Fund’s assets may vary between 25% and 75%, and the proportion of equity-based investments may vary between 25% and 75%. In addition, within the limits set by the Fund Regulations, the Fund may invest 0%–20% of its assets in units of mutual funds and collective investment schemes other than those investing solely in direct fixed income or equity instruments. These may include, inter alia, funds combining fixed income, equity and derivative strategies. 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. The fund's base currency is the euro.

The fund is suitable for investors who seek a better return than fixed income investment, appreciate lower risk than equity investment, tolerate value fluctuations or even decreases, and wish to diversify their assets efficiently among the equity and fixed income markets. 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.