Objectives

The objective of this fund is to achieve long-term investment growth, while applying a balanced-to-opportunistic asset allocation strategy. The share class is accumulating.

Investment policy

The fund gains exposure, directly or through other funds, to bonds and equities, with emphasis on equities. The fund mainly 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 20% in bonds and 80% in equities, and it is expected that such an allocation will not change significantly.

The allocation to bonds and other debt securities shall be 15% to 25% and the allocation to equities 75% to 85%.

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 uses an asset allocation based on a clearly defined investment process.

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

The share class' NAV will seek to be 20% 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.