CAP-M is a long-only, top-down dynamic asset allocation fund
The CAP-M portfolio is created through baskets of single securities, ETFs, and index funds. This ensures a high degree of fund liquidity, pricing transparency, and cost efficiency.
Its return potential matches that of a standard balanced fund. Its risk is lower.
The dymamic asset allocation (DAA) process is based on proprietary quantitative models and gives rise to monthly portfolio adjustments.
Back-testing shows a significant contribution to return from the DAA.
For further information see Introduction to the fund.CAP-M Intro PDF
(*) The fund was launched in Autumn 2019 and is currently restricted to Danish nationals. However, the portfolio management is available to the rest of the European Union in a discretionary format.