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Danske Invest Horisont 65

Ranked 19 out of 156 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 : 31/08/2017 - 31/08/2018
  • Rank 19/156 Total Return
  • Rank 33/156 Standard Deviation
  • Rank 14/156 Max Drawdown
Fund Name Currency Return
17 Purisima UK Total Return PCG A Inc USD

5.6%

18 BBVA Bancomer RV11 SA de CV FIRV A USD

5.6%

19 Danske Invest Horisont 65 USD

5.6%

20 Soderberg & Partners SICAV II Trygghet 75 TL SEK USD

5.5%

21 Wellington Global Multi Asset TR SGD S D H

Currency exposure is hedged

Currency exposure is hedged

SGD

5.3%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.7% 1.5%
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 size318Mn
  • 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).