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 that is Finnish, operates in Finland, is listed in Finland or is highly dependent on the Finnish economy. The investments are focused on the equities of the most significant Finnish companies. 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 returns, such as dividends and interest, will be reinvested. The fund's base currency is the euro.

It is generally expected that the fund's holdings, and therefore its performance, may differ from those of the benchmark, although the fund has a narrow investment universe. The fund suits investors who seek high returns and asset value increases, while tolerating substantial value fluctuations or even decreases. The fund is suitable as part of a diversified investment portfolio. As a result of the concentrated investment universe of the fund, its 'Active share' -figure may be low. 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.