BLS Invest Danish Equities aims to achieve attractive long-term returns which, after all costs, are above the general market return over a three to five year horizon.
The fund’s strategy is to invest in a concentrated portfolio of typically 10 to 15 Danish listed companies. You can find the latest published list of companies by clicking here.
The selection of companies for the fund is based on an assessment of the companies’ long-term, risk-adjusted return potential. Investments in companies are not based on their weights in specific market indices, and the fund does not have a short-term benchmark.
For this reason, the portfolio is most suitable for long-term investors as returns can be expected to differ from the market return – both positively and negatively.
You should be aware that BLS Capital considers a managed Danish Equity portfolio of three billion DKK as optimal, and thus a situation might occur where the fund will close for further subscriptions to protect existing investors. Redemption will always be possible.
BLS Invest Danish Equities is listed on the Nasdaq Copenhagen A/S and is dividend paying. You have the option of signing up for automatic reinvestment of any dividends. The fund can be used for investments of free assets, pension funds, and business funds (A/S, ApS etc.). For tax-conditions, we advise you to contact your accountant.