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Danske Invest Russia A

Ranked 6 out of 18 in - Russia over 12 months
All calculations are in CHF unless stated

Managed by

Olga Karakozova

Born in the Russian Federation in 1973, Olga Karakozova holds a PhD in Finance from the Swedish School of Economics & Business Administration. She began her career as a researcher at the Institute for Real Estate Economics and worked as an economist for Jones Lang La Salle, before becoming chief analyst at Morgan Stanley. Olga is currently based at Danske Capital in Finland where she is senior portfolio manager in Russian equities. Her defensive growth investment strategy employs neither the tactical use of cash nor derivatives. She invests across all market cap segments with particular emphasis on small and mid caps. Outside of work Olga is a theatre and music lover.

Objective

Sub-Fund invests in transferable securities, mainly equities and equity-related securities admitted to or dealt in on a Regulated Market and issued by companies domiciled, or with main activity, in Russia. The Sub-Fund may also invest in transferable securities, mainly equities and equity-related securities which are admitted to or dealt in on a Regulated Market and issued by companies domiciled, or with main activity, in States of the former Soviet Union, including Estonia, Kazakhstan, Latvia, Lithuania and Ukraine.

Showing fund performance in Switzerland View performance globally

Performance

Russia over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 4.4% -3.1%
2017 12.9% 1.1% -9.6% 18.1% 4.5%
2016 50.2% 4.4% 9.1% 9.7% 20.2%
2015 5.1% 11.8% -1.4% -9.3% 5.0%
2014 -39.2% -21.2% 16.6% -8.7% -27.6%
2013 8.9% -2.8% -2.5% 8.0% 6.4%
2012 12.9% 18.4% -14.1% 12.2% -1.1%
2011 -28.4% 5.1% -13.2% -23.7% 2.9%
2010 2.6% 17.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. Germany
  5. Lithuania
  6. Luxembourg
  7. Sweden
  8. Switzerland

Fund Info

  • Launch date29/04/2010
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN LU0495011024

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management2.00%

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