Morten Borg was born in Denmanrk in 1970. He attended the University of Aarhus where he studied Finance. Morten holds a Masters in Economics and has been a chartered financial analyst since 2005. He started his career as an analyst at Midtbank in Denmark in 1996 and then moved to Jyske Invest in 1999 as a portfolio manager. He currently manages the Jyske Invest European Equities Fund and describes his investment style as VAMOS (valuation, momentum and strength). Outside of fund management, Morten likes nothing better than spending time with his family. He enjoys soccer, music and going to the cinema and theatre.
Matthew Krummell is an investment officer and portfolio manager at MFS Investment Management, where he has worked since 2001. Krummell joined the firm as a quantitative equity research analyst, having previously worked as an analyst and portfolio manager at Pioneer Investments. Before this he held positions at Putnam Investments and Mellon Capital Management. Krummell earned a bachelor’s degree from the University of California and a Master of Business Administration from the University of Chicago.
The Fund invests in large cap American equities. Investments will typically be concentrated in 80-120 companies across various industries. Maximum 10% of the Fund's assets may be placed in shares not admitted to trading on an exchange. Investments are made taken into account the general policy for sustainable investment of the Fund management. The Fund follows a quantitative model where the portfolio is optimized taking into account the relatively narrow investment guidelines (portfolio and the expected return cannot deviate significantly from the benchmark).
Rank 381/867 Total Return
Rank 328/867 Standard Deviation
Rank 177/867 Max Drawdown
|379||Harvest Banks & Buildings Income Fund Class R||USD||
|379||JSS Equity - US Large Cap C USD cap||USD||
|381||Multi Manager Invest USA Akk (MFS/Nykredit)||USD||
|382||Evli Equity Factor USA B||USD||
|383||Multi Manager Invest USA (MFS/Nykredit)||USD||
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|328||JPM US Research Enhanced Index Eq C (perf) Acc USD||USD||
|328||CI American Value Corporate Class A||USD||
|328||Multi Manager Invest USA Akk (MFS/Nykredit)||USD||
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Month by Month Performance
Returns Vs Risk
- Launch date08/05/2006
- Share Class size3,895Mn
- Base currencyDKK
- Min. initial investment100
- Min. regular additional investment0