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Formuepleje Globale Aktier

Ranked 530 out of 3286 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Otto Friedrichsen

Objective

The Fund invests in equities worldwide, including emerging markets. The investment strategy is focused on highly active stock selection with an attractive long-term potential and limited risk. These companies are typically characterized by a capable management, strong financial balance sheet, high profitability and quality of earnings and a strong and long lasting business model. The portfolio contains between 50 and 80 stocks and has a risk in line with the general equity market.

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 530/3286 Total Return
  • Rank 2496/3286 Standard Deviation
  • Rank 1806/3286 Max Drawdown
Fund Name Currency Loss
1806 Saastopankki Osake Maailma B USD

-7.0%

1806 Formuepleje Globale Aktier USD

-7.0%

1806 Master Etisk USD

-7.0%

1806 Naventi Offensiv USD

-7.0%

1806 Eurofundlux Flex High Vol B USD

-7.0%

1806 JRS Global Edge RC SEK C USD

-7.0%

1806 Sarasin Thematic Global Equity A Acc USD

-7.0%

1806 All Trends USD

-7.0%

1806 Wasatch World Innovators Fund;Investor USD

-7.0%

1806 IA Clarington Global Value Fund Series A USD

-7.0%

1806 Deka-GlobalSelect CF USD

-7.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 24.8% 7.7% 5.8% 2.5% 7.0%
2016 6.4% 0.5% -1.5% 7.2% 0.3%
2015 -2.9% 1.7% -0.5% -9.1% 5.5%
2014 0.6% 0.1% 2.8% -3.1% 1.0%
2013 28.5% 9.1% 3.0% 6.5% 7.4%
2012 23.2% 17.4% -6.4% 9.4% 2.5%
2011 -19.3% 8.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date24/06/2011
  • Share Class size655Mn
  • Base currencyDKK
  • ISIN DK0060337095

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management2.07%
  • Initial investment2.07

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