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Danske Invest Horisont 65

Ranked 74 out of 140 in - Flexible Other over 12 months
All calculations are in USD unless stated

Managed by

Oscar D. Andersen

Objective

The Fund invests normally 65% in equities and 35% in fixed income instruments. The manager, depending on the market conditions, can increase the percentage of equities to a maximum of 82.5% or lower it to a minimum of 47.5%. The fund does not pay dividends. Dividends received by the fund are reinvested in the fund.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible Other over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 17.9% 2.7% 4.9% 7.9% 1.4%
2016 9.9% 3.6% -0.2% 6.6% -0.4%
2015 -8.0% -1.5% 2.5% -10.3% 1.6%
2014 -8.4% 2.2% 2.6% -4.2% -8.8%
2013 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Norway

Fund Info

  • Launch date02/09/2013
  • Share Class size311Mn
  • Base currencyNOK
  • ISIN NO0010667694

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.46%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).