MAJ Invest Global Value Equities I Cap

Ranked 291 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Ulrik Jensen

Kurt Kara

Born in Copenhagen, Denmark in 1971, Kurt Kara holds an MSc in Economics from University of Copenhagen. He worked at the Ministry of Finance of Denmark as a special counsellor between 1997 and 1999. In 1999, he moved to Danske Bank and worked as various roles such as assistant portfolio manager, portfolio manager and equity strategist. Kurt joined Maj Invest in 2004 where he is chief portfolio manager and one of the partners. During his spare time, he likes programming and learning new languages. He also likes teaching students how to program in Pascal, C++ and Aremos.

Objective

The fund aims to outperform its benchmark ( MSCI World Index ) including net dividend over a long-term period by investing mainly in US company shares but also other global equities. The portfolio of the sub-fund consists of equities in minimum 25 companies.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.5%
2018 -6.2% -6.1% 7.2% 5.5% -11.6%
2017 10.0% 0.8% -1.5% 3.8% 6.8%
2016 34.0% 4.6% 6.4% 6.7% 12.8%
2015 8.7% 8.1% -0.2% -4.3% 5.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Germany
  3. Luxembourg
  4. Norway
  5. Sweden
  6. United Kingdom

Fund Info

  • Launch date05/12/2014
  • Share Class size171Mn
  • Base currencyUSD
  • ISIN LU0976026111

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.60%

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