Investeringsstrategien er baseret på beskyttelse af formuen gennem bottom-up analyser og effektiv styring af risikoen. Accunia er en specialiseret kapitalforvalter af kredit investeringer såsom private placements, high yield og struktureret kredit (eksempelvis ABS og CLO).
Det annualiserede årlige afkast på de diskretionære mandater har været 8,9%* siden 2009.
*Revideret af Deloitte på årlig basis.
2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022* | Ann. return |
23.4% | 14.4% | 0.6% | 19.5% | 15.6% | 7.3% | 4.7% | 5.0% | 11.2% | -0.6% | 10.6% | 3.2% | 8.0% | -3.7% | 8.7% |
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