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Nykredit Invest Korte Obligationer AKK

Ranked 25 out of 77 in - Danish Krone over 12 months
All calculations are in USD unless stated

Managed by

Henrik Jørgensen

Born in Copenhagen, Henrik Jørgensen manages the Nykredit Invest Large Obligationer Fund dealing in Danish bonds using a relative value investment style. Henrik graduated from Aarhus University with a degree in mathematics and economics.

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 bonds issued by the Danish government and in Danish mortgage banks. The fund may also invest in bonds issued by commercial companies. Corporate bonds may not exceed 15% of fund assets. The Fund uses as Benchmark EFFAS Bond Indices Denmark Government 1-3 Yr. Bond investments have an average duration of less than 3 years.

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 16.5% 2.3% 7.3% 4.2% 1.8%
2016 -0.1% 6.0% -1.4% 1.8% -6.1%
2015 -9.9% -10.6% 3.1% 0.3% -2.6%
2014 -10.4% 1.2% 0.2% -7.2% -4.9%
2013 6.6% -2.1% 1.2% 4.3% 3.2%
2012 5.7% 3.2% -3.2% 2.1% 3.6%
2011 2.5% 4.9% 3.4% -4.3% -1.3%
2010 -3.6% -4.2% -8.1% 12.0% -2.2%
2009 9.2% -2.7% 7.0% 5.7% -0.8%
2008 -1.4% 9.8% -1.6% -10.3% 1.8%
2007 14.6% 2.2% 1.5% 6.4% 3.8%
2006 0.3% 5.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date10/05/2006
  • Share Class size1,180Mn
  • Base currencyDKK
  • ISIN DK0060033975

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

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