Jyske Invest Stable Strategy EUR

The objective of the portfolio management is continuously to generate a risk-adjusted return which is at least in line with the risk-adjusted return of the fund’s benchmark. The fund invests in a global equity and bond portfolio. Equities account for 0%-40%. The companies in the equity portfolio are from various regions, countries and sectors. Bond portfolio is chiefly invested in bonds issued by or guaranteed by states, mortgage-credit institutions and international organisations as well as corporate bonds. Assets arealso invested in emerging-market bonds and equities and in corporate bonds. Thesesecurities involve a certain degree of risk. At least 75% of the fund assets will at all times be invested in securities issued in euro or hedged to euro. Not more than 10% of the fund’s assets may be invested on other markets than the markets approved by the Supervisory Board and in unlisted instruments. The fund may invest up to 10% of its assets in units in other umbrella funds, individual funds or investment institutions. The fund may use derivatives in the course of its regular portfolio management and hedging. You can assess the reward by comparing it with the reward of the benchmark which is 65% J.P. Morgan Hedged ECU Unit GBI Global Index (Hedged into EUR) 20% MSCI World Net Total Return Index (Hedged into EUR) 7.5% J.P. Morgan EMBI Global Diversified Composite Index (Hedged into EUR) 3.75% ICE BofAML BB-B European Currency High Yield Constrained Index (Hedged into EUR) 3.75% ICE BofAML BB-B US High Yield Constrained Index (Hedged into EUR). The benchmark is used primarily for comparison of performance. The fund pursues an active investment strategy. Due to the active strategy, the fund’s investments may deviate considerably from the benchmark, and your return may be higher as well as lower than the benchmark. The typical investor in the fund can be expected to have an investment horizon of minimum 3 years. This fund may not be appropriate for investors who plan to withdraw their money within 3 years. The fund does not pay an annual dividend. Your gain or loss will only be expressed as a change in the fund’s market value. The fund’s reward is calculated in euro. Usually, you may always sell your units at the current price on the days when banks are open. If you calculate the fund's expected return on the basis of the most recently published Forecast Assumptions from Rådet for Afkastforventninger (council delivering return expectations) and the fund’s costs, the result will be negative. Hence the fund may not be suitable for investment of means that could otherwise be invested at 0% or more at the same or a lower risk.