Dagens industri: Danske Invest Sverige Småbolag SA SEK Fund Overview

Danske Invest Sverige Småbolag SA SEK fund, as reported by Dagens Industri, invests in Swedish small and medium-sized enterprises with the goal of exceeding its benchmark index performance. Actively managed by Joel Backesten and Herman Eriksson since August 27, 2018, the fund selects securities deemed to offer attractive returns, although its overall performance is not expected to vary substantially from the benchmark. The fund employs derivative instruments for risk management, efficient portfolio management, and direct investment. It is structured to distribute annual dividends. Millistream data indicates the fund holds 4,715,749,449 SEK in assets and possesses a three-star rating from Morningstar. Its three-year average return is 9.88%, accompanied by a three-year standard deviation of 18.43%, suggesting a medium-risk investment profile. Classified as an SFDR Article 8 fund, it promotes environmental and/or social characteristics and maintains good corporate governance practices through screening, exclusions, investment analysis, and active ownership. Consistent with Danske Invest's responsible investment policy, the fund has no minimum initial or subsequent investment requirements and does not charge performance-based fees. It presents an investment opportunity within the Swedish small-cap market for investors prioritizing sustainability and dividend income.