Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Formuepleje Globale Aktier

Ranked 590 out of 3325 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 : 31/08/2017 - 31/08/2018
  • Rank 590/3325 Total Return
  • Rank 2458/3325 Standard Deviation
  • Rank 1544/3325 Max Drawdown
Fund Name Currency Return
590 Formuepleje Globale Aktier USD

13.5%

591 Montgomery Global USD

13.4%

591 NBI Global Equity Investor Series USD

13.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 2.0%
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 size684Mn
  • 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).