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Danske Invest Engros Europe Low Vol Acc KL

Ranked 18 out of 125 in - Europe over 12 months
All calculations are in DKK unless stated

Managed by

René Ebbesen

Currently based in Denmark, René Ebbesen works at Danske Capital as a chief portfolio manager in the equity and fixed income solutions department and since April 2013 he also has been a manager of the NN Europe Small Caps Fund at NN Investment Partners. René has been at Danske for over 15 years and prior to joining the company in 1999, he worked at Syd Invest, Århus Business School and at Barra International. René studied at the London School of Economics where he attained an MSc in econometrics and mathematical economics. He has also been a CFA Charterholder since 2003.

Objective

The fund invests in equities in companies with domicile or main activities in Europe. The investments in the portfolio is composed with the objective to achieve a lower risk than the market risk. The investment strategy is active. This means that we aim to find the best investments to generate the highest possible return with due consideration to risk. The strategy implies that the investments in the portfolio may deviate from the benchmark, and that returns can be either higher or lower than the benchmark. The currency risk is limited since the fund invest in euro denominated investments

Showing fund performance in Denmark View performance globally

Performance

Europe over : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% 4.6% 2.8%
2017 11.0% 6.4% 2.5% 0.4% 1.5%
2016 -3.0% -5.3% 0.6% 1.4% 0.4%
2015 17.2% 15.8% -1.8% -4.0% 7.3%
2014 11.4% 3.0% 5.1% 0.9% 2.0%
2013 12.8% 4.6% -1.9% 5.8% 3.9%
2012 14.4% 5.1% 1.3% 6.1% 1.3%
2011 -9.9% 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark
  2. France

Fund Info

  • Launch date18/07/2008
  • Share Class size24Mn
  • Base currencyEUR
  • ISIN DK0060143212

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.24%

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