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Danske Invest USA KL

Ranked 404 out of 867 in - US over 12 months
All calculations are in USD unless stated

Managed by

Edward P. Bousa

Objective

The Fund invests in American or Canadian equities. The portfolio consists of up to 125 shares. The investment strategy is active.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/08/2016 - 31/08/2017
  • Rank 404/867 Total Return
  • Rank 439/867 Standard Deviation
  • Rank 23/867 Max Drawdown
Fund Name Currency Risk
439 LO Funds - US Equity Factor Enhanced SH (GBP) MA

Currency exposure is hedged

Currency exposure is hedged

GBP

6.7

439 BlackRock US Dynamic A Inc USD

6.7

439 Stamina GCM US Equity R USD

6.7

439 Danske Invest USA KL USD

6.7

439 PH&N U.S. Multi-Style All-Cap Equity Sr D USD

6.7

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.1% 2.0%
2016 13.1% 0.9% 0.7% 4.0% 7.1%
2015 -3.0% -0.7% -0.7% -8.0% 6.9%
2014 12.2% 2.6% 4.7% 0.3% 4.1%
2013 30.2% 12.1% 3.7% 3.5% 8.2%
2012 11.2% 9.3% -2.8% 5.3% -0.6%
2011 0.5% 5.1% -1.0% -13.4% 11.5%
2010 13.0% 4.4% -10.9% 10.3% 10.2%
2009 32.0% -6.5% 14.8% 13.9% 8.0%
2008 -40.5% -9.2% -3.1% -12.2% -22.9%
2007 4.0% -0.1% 6.2% 1.5% -3.4%
2006 14.2% 4.0% -1.8% 6.6% 4.9%
2005 2.8% -2.0% 1.4% 1.5% 1.9%
2004 7.7% 0.4% 0.7% -2.0% 8.8%
2003 27.5% -1.1% 12.9% 1.2% 12.9%
2002 -23.7% -0.8% -13.0% -18.3% 8.2%
2001 -16.1% -19.1% 9.9% -16.9% 13.4%
2000 -14.9% 6.3% -3.6% -2.5% -14.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date15/11/1999
  • Share Class size1,057Mn
  • Base currencyDKK
  • ISIN DK0010257757

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.39%

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