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.
The fund gains exposure to equities and bonds, with emphasis on equities, 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. The fund may gain exposure to any credit quality, sector and country, including emerging markets.
Specifically, the fund's default asset allocation is 80% in equities and 20% in bonds, but this may be adjusted depending on the investment manager's market outlook.
The allocation to equities shall be 50% to 100% and the allocation to bonds and other debt instruments 0% to 50%.
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 may use derivatives for hedging and efficient portfolio management.
Recommendation: This fund may not be appropriate for investors who plan to withdraw their money within 3 years.