The overall aim for BLS Invest Global Equities Akk. is to create attractive long-term risk-adjusted returns, which, after all costs, are above the general market return on a three to five year horizon.
It is the strategy of BLS Invest Global Equities Akk. to invest in a concentrated, global equity portfolio of typically 25 to 30 listed companies from around the world. You can see the latest published list of our global companies here.
The selection of companies for the fund is based on an analysis and 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 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.
Due to the focused strategy and in order to retain the freedom to invest in the small cap segment, we have a hard cap on our investment capacity in our Global Equities funds equal to USD 3 billion.
BLS Invest Global Equities Akk. is listed on the Nasdaq Copenhagen A/S. The fund can be used for investments within business tax solutions (VSO), pension funds, and business funds (A/S, ApS etc.). For tax-conditions, we advise you to contact your accountant.