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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Danske Invest Allocation - Horisont Försiktig SA d: holdings, performance and fees
1Y return+6.1%
3Y return+30.0%
5Y return+6.8%
OCF (ongoing charge)0.01%
Top 10 holdings
| Holding | Weight |
|---|---|
| DAN INV SV R-SI-CAP | 18.8% |
| DAN INV SV KR-SI-CAP | 13.6% |
| DIE AST SVE SEK-ACC | 7.9% |
| DAN I EU COR S -I- SEK/CAP | 4.9% |
| DANSKE INVEST SICAV-EURO | 4.8% |
| DAN INV SV-SI-CAP | 4.6% |
| DI SICAV Glb Infl Lnk Bond Short Duration WI-sek h | 4.5% |
| DI TILLVAX AKK -H- SEK HDG/CAP | 4.3% |
| AB SVERIGES SAKERSTALLDA OBLIGATIONER 1% NTS 12/06/30 SEK2000000 | 4.3% |
| SWEDEN(KINGDOM OF) 3.5% BDS 30/03/39 SEK5000 | 3.2% |
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.
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