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Wealth Invest Linde & Partners Global Value Fond

Ranked 123 out of 244 in - Global Equity Income over 12 months
All calculations are in USD unless stated


The fund invests globally in value stocks with high dividends. The fund pursues an active long-term investment that is based on a qualitative evaluation of the financial calculations of individual stocks and the result from portfolio composition. The Fund may also, for a part of the fund's assets, invest in short North American and European credit- and government bonds and money market instruments. The fund will only invest in US bonds with an outstanding amount of at least 100 million. USD or the equivalent in other currencies. The fund may use derivative financial instruments.

Showing fund performance globally. You can view performance in individual jurisdictions.


Global Equity Income over : 31/12/2016 - 31/12/2017
  • Rank 123/244 Total Return
  • Rank 223/244 Standard Deviation
  • Rank 236/244 Max Drawdown
Fund Name Currency Loss
234 Bantleon Opportunities - Bantleon Dividend IA

Currency exposure is hedged

Currency exposure is hedged



235 UBS (CH) Equity Fund - EM High Dividend (USD) P USD


236 Wealth Invest Linde & Partners Global Value Fond USD


237 KS Global Value Fund EUR-R USD




Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 18.9% 4.0% 2.5% 4.3% 6.9%
2016 3.7% 4.1% -3.3% 3.6% -0.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Denmark

Fund Info

  • Launch date02/11/2015
  • Share Class size93Mn
  • Base currencyDKK
  • ISIN DK0060660462

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0


  • Annual management2.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).