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Nykredit Alpha KOBRA

Ranked 1 out of 77 in - Danish Krone over 12 months
All calculations are in USD unless stated

Managed by

Nicolai Rasmussen

Nicolai Rasmussen is a fund manager at Nykredit Invest, where he manages a number of bond funds. Educated at Aarhus School of Business in Denmark, Rasmussen focuses on a fundamental, value-based style of investment when making his stock picks. Outside of fund management, Rasmussen enjoys skiing.

Objective

The fund invests primarily in Danish government and mortgage bonds, but may also invest in European government and mortgage bonds. The bonds have a max maturity of 5 years. The fund pursues an active investment strategy. The fund invest in short and medium-term bonds in such a way that an absolute positive return is created. Various yield spreads between government bonds and mortgage bonds and interest rate hedging instruments are employed. The interest rate risk of the bond portfolio is to be reduced. High leverage is used and investments are made with borrowed money or through derivatives.

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

Performance

Danish Krone over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 22.9% 5.4% 9.3% 4.7% 1.9%
2016 8.6% 6.3% 2.2% 4.7% -4.5%
2015 -8.3% -10.6% 3.5% -1.1% 0.1%
2014 -5.8% 2.2% 1.2% -4.8% -4.3%
2013 4.6% 5.7% 4.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date20/03/2013
  • Share Class size1,453Mn
  • Base currencyDKK
  • ISIN DK0060455889

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment100

Charges

  • Annual management1.25%
  • Initial investment1.25

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