Formuepleje Mix Medium Stocks

DKK 291Last Updated 17.03.2026

Issuer Rating

Performance

Modest

Risk

Considerable

Recommendation

Sell

Buy
Review
Evaluation
Target price
Dynamics
Performance
Growth
Dividends
Risks
DKK 291
Key Takeaways

Risk factor

Very poor trading liquidity

Data is available to registered users only
Data is available to registered users only

Profitability factor

Very low or no dividends

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Risks

  • Default risk
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  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
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About

Formuepleje - PensionPlanner Balance is a balanced mutual fund of fund launched and managed by Absalon Capital Fondsmæglerselskab A/S. It invests in funds that invest in the public equity and fixed income markets across the globe. For its equity portion, the fund seeks to invest in other funds that invest in the stocks of companies operating across diversified sectors. It invests in funds that invest in the stocks of large-cap and mid-cap companies. For its fixed income portion, the fund invests in funds that invest in bonds with a maturity of up to 3 years. It employs active management style to manage its portfolio. The fund benchmarks the performance of its portfolio against a composite index comprising of 60SCI World Index Total Return Net, 20

Risks

  • Default risk
    Data is available to registered users only
  • Volatility
    Data is available to registered users only
  • Selling difficulty
    Data is available to registered users only
  • Stress test
    Data is available to registered users only
  • Country risks
    Data is available to registered users only
  • Other risks
    Data is available to registered users only
Sign up to access detailed risk analysis
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