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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Danske Invest Allocation - Horisont Balanserad SA d: holdings, performance and fees
1Y return+5.2%
3Y return+38.0%
5Y return+17.2%
OCF (ongoing charge)0.01%
Top 10 holdings
| Holding | Weight |
|---|---|
| DAN INV SV R-SI-CAP | 18.4% |
| DAN INV SV-SI-CAP | 7.9% |
| DAN INV SV KR-SI-CAP | 6.0% |
| DAN I EU COR S -I- SEK/CAP | 4.7% |
| DIE AST SVE SEK-ACC | 4.5% |
| DI TILLVAX AKK -H- SEK HDG/CAP | 4.1% |
| DANS I GL SUS F IC | 3.6% |
| DI SICAV Emerging and Frontier Markets I | 3.4% |
| DI SICAV Glb Infl Lnk Bond Short Duration WI-sek h | 2.8% |
| DANSKE INVEST SICAV-EURO | 2.7% |
Top sectors
- Mutual Funds66.2%
- Software3.7%
- Semi Conductors3.6%
- Banks2.9%
- Media1.9%
Top countries
- Luxembourg53.0%
- USA24.5%
- Denmark13.1%
- Japan2.2%
- UK1.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN