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Sydinvest Europa Ligeveagt & Value KL

Ranked 75 out of 125 in - Europe over 12 months
All calculations are in DKK unless stated

Objective

The fund invests in European equities. Investments are spread across different industries and companies. The fund pursues an equal weight value strategy, which means that all equity investments in the fund represent roughly the same share. For example if the fund invests in 100 shares, each share makes around 1% iof the fund. When the fund invests in foreign equities, there is currency risk. The fund may use derivarives.

Showing fund performance in Denmark View performance globally

Performance

Europe over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3%
2017 9.5% 4.7% 3.0% 1.3% 0.3%
2016 5.5% -6.8% -0.8% 6.1% 7.5%
2015 9.3% 15.6% -1.4% -9.1% 5.5%
2014 3.0% 2.9% 1.6% -0.1% -1.4%
2013 16.9% 2.6% 0.0% 7.4% 6.1%
2012 15.3% 7.0% -3.2% 7.0% 4.1%
2011 -8.8% 0.8% -0.5% -16.3% 8.7%
2010 9.7% 3.4% -6.0% 7.2% 5.4%
2009 35.0% -12.6% 24.7% 18.2% 4.8%
2008 -46.4% -16.9% -3.5% -13.6% -22.6%
2007 0.2% 2.8% 6.9% -3.9% -5.1%
2006 16.0% 7.4% -3.7% 5.8% 6.0%
2005 23.6% 4.7% 6.3% 6.9% 4.0%
2004 6.5% 2.7% 0.8% -2.0% 5.0%
2003 15.3% -11.4% 17.0% 0.8% 10.3%
2002 -35.1% -3.1% -16.8% -23.2% 4.8%
2001 -18.7% -12.7% 1.2% -19.6% 14.3%
2000 0.1% 7.0% -2.1% 0.2% -4.7%
1999 43.6% 7.0% 4.6% -2.1% 31.0%
1998 16.7% 23.2% 4.2% -22.4% 17.1%
1997 35.6% 6.5% 12.7% 9.9% 2.8%
1996 22.0% 6.5% 3.9% -0.8% 11.2%
1995 6.5% 1.2%
1994 6.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date01/05/1986
  • Share Class size438Mn
  • Base currencyDKK
  • ISIN DK0015323406

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 the currency and currencies indicated).