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Danske Invest USA KL

Ranked 434 out of 877 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 : 31/10/2016 - 31/10/2017
  • Rank 434/877 Total Return
  • Rank 572/877 Standard Deviation
  • Rank 401/877 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.1% 2.0% 3.5%
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 size1,125Mn
  • 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).