Jyske Invest Equities Low Volatility CL

Ranked 165 out of 758 in - Global over 12 months
All calculations are in GBP unless stated

Objective

The Fund invests in a global portfolio of equities which is expected to have lower volatility than the global equity market. The portfolio will typically consist of equities from 80-120 companies. At least 90% of the fund’s assets are always invested in listed equities.The fund may invest up to 10% of its assets in non-listed equities. The fund may invest up to 10% of its assets in units in other umbrella funds, individual funds or investment institutions. To adjust the fund’s risk to a defined risk profile, the fund may use derivative financial instruments (derivatives). The fund pursues an active investment strategy.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 1.0% -7.2% 8.4% 6.5% -5.8%
2017 7.2% 4.8% 0.5% -1.1% 2.9%
2016 23.2% 2.7% 10.0% 4.6% 4.3%
2015 6.8% 6.7% -6.1% -2.4% 9.1%
2014 15.8% 0.7% 1.8% 3.9% 8.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Nestle SA ORD 2.15%
Johnson & Johnson ORD 2.06%
Medtronic PLC ORD 1.72%
Allstate Corp ORD 1.69%
Waste Management Inc ORD 1.69%
Chubb Ltd ORD 1.68%
Deutsche Telekom AG ORD 1.67%
Mcdonald's Corp ORD 1.65%
Vinci SA ORD 1.65%
TJX Companies Inc ORD 1.63%
31/12/2018

Registered For Sale In

  1. Austria
  2. Denmark
  3. France
  4. Germany
  5. United Kingdom

Fund Info

  • Launch date12/12/2013
  • Share Class size31Mn
  • Base currencyUSD
  • ISIN DK0060512358

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).