IA INVEST FALCON GLOBALE AKTIER (DKK) IAIFGA.DK

IA Invest Falcon Brighter Future is an actively managed global equity fund with a sustainability focus. It seeks long-term capital growth by investing in companies with strong potential to thrive amidst economic transitions, emphasizing both financial strength and responsible business practices. The strategy employs multifactor modeling, drawing on factors such as value, quality, low volatility, and momentum - particularly a refined "dynamic momentum" approach that aims to capture return upside earlier in a trend and exit more efficiently when momentum fades. The fund maintains sector exposures broadly aligned with global equity indices (sector-neutral) to limit concentration risk. ESG criteria are integral: companies are screened for environmental, social, and governance risk ratings, and involvement in controversial industries - including thermal coal, tobacco, and weapons - is excluded. The benchmark is MSCI World, and the fund is categorized under global equity. The provider is Falcon Fondsmæglerselskab A/S, under the umbrella of IA Invest, structured as a UCITS-approved investment association in Denmark.