Return

0 %

Year-to-date

DK0061075678
ISIN

109,80
Net Asset Value (NAV)

PP Capital StockPick


StockPick is an actively managed investment strategy with the goal of providing the highest possible return, taking into account risk. To find the best investments, the investment department uses an analytical approach, where stocks are evaluated based on a 7-factor scoring system that encompasses a thorough analysis of the business profile and underlying fundamentals. To deliver the best return, the fund has the option to invest globally. Nordic equities typically constitute the lion’s share of the fund's total market value. The investment strategy seeks to create an attractive, long-term return on investment with a time horizon of at least five years.

Latest StockPick Report

Acquiring Stockpick


You can acquire PP Capital Stockpick, DK0061075678, through Saxo Bank, Ringkjøbing Landbobank or Nordnet. The fund can also be acquired through your own bank.

Risk and returns


23.86%

Year-to-date

9.19%

Return last month

0.83%

Daily volatility

0,70

Sharp Ratio

13.21%

Std. dev. Annualized

0.04%

Daily avg. return

Growth chart


Formueudvikling gennem årene


Sustainable investing


We are very pleased to announce that we have entered into a significant and exciting collaboration with the Danish fintech company, Matter, which specializes in sustainable investments. Read the Portfolio Sustainability Analysis below and see how PP Capital Stockpick perform on Matter’s sustainability parameters.

Stockpick perform better than selected benchmarks on most environmental metrics

Stockpick does not hold any equities flagged for significant controversial topics such as weapons, corruption tobacco or fossil fuels

Stockpick does not hold any companies, who owns reserves of oil, coal or gas

Investment strategy


StockPick follows the same investment strategy as PP Capital’s “Stabile Aktier”, where Jens D. Løgstrup, also known from “Børsens Investordyst”, in collaboration with the investment team, analyzes companies based on a thoroughly tested investment model.

Investment goal and horizon
The goal is to deliver an average annual return of 13-15%, thereby creating absolute, attractive and long-term returns. The fund is suitable for investors with an investment horizon at minimum 5 years.

Investment policy
The fund has the opportunity to invest in a global portfolio that includes 17 to 30 listed companies. Central to the selection of an investment is whether it has a protected and long-term growth potential, which is the key to calculating the expected long-term return. Stockpick only includes solid companies, generating good absolute returns and stability through financial crisis. The fund does not intend to use derivate financial instruments and may not invest in non-listed companies. Risk is managed by allocating more towards cash.

Benchmark
StockPick does not use benchmark as the objective is to generate absolute returns.

Jens D. Løgstrup

Equity Strategist

“I spent three years building an advanced investment model. The model is built around measuring and forecasting return and expectations”

– Jens D. Løgstrup in Børsen

Fee structure


PP Capital Stockpick has a current admin and management cost of 0,92%. The total annual cost (ÅOP) is estimated at 0,99%. There is a potential performance fee. If return exceeds 8% p.a. a performance fee of 25% of the excess return applies. High Water Mark included.

Disclaimer


PP Capital Asset Management disclaim any and all liability relating to these materials, including, without limitation, any express or implied representations or warranties for statements or errors contained in, and omissions from, these materials.

Information in this material has been developed by PP Capital Asset Management and can not be assumed to be investment analysis or recommendations for investments or offers. The material is for informational purpose only, and can be based on data simulations, certain assumptions, public available information, own data and calculations.

Any recommendations should not be assumed to be an offer to buy or sell the specific investment products. The information provided in this document regarding historical yields, simulated yields or forex exchange developments, must not be used as an indicator or guarantee for future yields or performance.

Should the document contain any information regarding tax treatments and positions, any client should take note that any tax treatment or position is dependent on a client’s situation and which can change over time.

PP Capital Asset Management advice clients to thoroughly and carefully review the information with their financial, legal and tax advisors to determine whether an investment is suitable for them. Information in the materials should not be considered an offer to buy or sell investments or products.

Materials must not be copied, enhanced or distributed without the written consent from PP Capital Asset Management.