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Jyske Invest Equities Low Volatility CL

Ranked 324 out of 3355 in - Global over 12 months
All calculations are in USD unless stated

Objective

The Fund invests in a global portfolio of equities which is expected to have lower volatility than the global equity market. The portfolio will typically consist of equities from 80-120 companies. At least 90% of the fund’s assets are always invested in listed equities.The fund may invest up to 10% of its assets in non-listed equities. The fund may invest up to 10% of its assets in units in other umbrella funds, individual funds or investment institutions. To adjust the fund’s risk to a defined risk profile, the fund may use derivative financial instruments (derivatives). The fund pursues an active investment strategy.

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

Performance

Global over : 31/10/2017 - 31/10/2018
  • Rank 324/3355 Total Return
  • Rank 398/3355 Standard Deviation
  • Rank 429/3355 Max Drawdown
Fund Name Currency Return
322 Globersel Global Eq - Walter Scott & Partners A USD

2.3%

322 Mercer MM-Mercer Global Listed Property

Currency exposure is hedged

Currency exposure is hedged

AUD

2.3%

324 Jyske Invest Equities Low Volatility CL USD

2.3%

325 FP Tyndall Global A Acc USD

2.3%

325 Perterra Global Equity C USD

2.3%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.8% 2.0% 5.2%
2017 17.4% 6.1% 4.4% 2.2% 3.7%
2016 3.3% 0.2% 2.3% 1.7% -0.8%
2015 0.9% 1.6% -0.5% -6.0% 6.2%
2014 9.0% 1.4% 4.5% -1.5% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. United Kingdom

Fund Info

  • Launch date12/12/2013
  • Share Class size29Mn
  • Base currencyUSD
  • ISIN DK0060512358

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

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