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Handelsinvest Nordamerika

Ranked 73 out of 882 in - US over 12 months
All calculations are in USD unless stated

Objective

This fund is an actively managed equity fund that invests in North American equities. Its aim is to outperform it's benchmark index. The fund is associated with a medium degree of risk. The fund is to invest in at least 40 companies.

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

Performance

US over : 30/11/2016 - 30/11/2017
  • Rank 73/882 Total Return
  • Rank 664/882 Standard Deviation
  • Rank 299/882 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.4% 5.3% 6.0%
2016 11.9% -1.9% 2.8% 4.5% 6.3%
2015 0.2% 6.4% 3.6% -9.2% 0.1%
2014 2.5% -2.9% 4.5% -5.8% 7.2%
2013 41.1% 12.6% 1.6% 12.5% 9.6%
2012 14.5% 13.3% -4.3% 6.5% -0.9%
2011 -5.7% 2.7% -0.5% -15.3% 9.0%
2010 16.4% 4.3% -10.1% 11.7% 11.2%
2009 35.9% -7.5% 19.1% 13.5% 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date22/12/2008
  • Share Class size632Mn
  • Base currencyDKK
  • ISIN DK0060159218

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

  • Annual management1.96%

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