Mål
Fondens målsättning är att uppnå långsiktig värdeökning, samtidigt som man tillämpar en balanserad strategi för dess tillgångsallokering. Andelsklassen är ackumulerande.
Placeringsinriktning
The fund gains exposure to bonds and equities, with emphasis on bonds, by investing in other funds such as exchange-traded funds (ETFs) and index-tracking funds. The fund mainly invests in underlying funds where similar ESG-related processes, criteria and characteristics are applied or can be found, although these funds do not necessarily promote ESG characteristics. The fund may gain exposure to any credit quality, sector and country, including emerging markets.
Specifically, the fund's default asset allocation is 65% in bonds and 35% in equities, but this may be adjusted depending on the investment manager's market outlook.
The allocation to bonds and other debt securities shall be 40% to 80% and the allocation to equities 20% to 60%.
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 applies a flexible asset allocation that seeks to take full advantage of market changes and opportunities.
The fund may use derivatives for hedging and efficient portfolio management.
Rekommendation: Denna fond är möjligtvis inte lämpad för investerare som planerar att avyttra sina fondandelar inom 3 år.