Stable Equities

The strategy offers a diversified portfolio of high quality companies that we consider as the most stable equity investments worldwide. We believe that ­stable earnings growth is the foundation for long-term value creation.

Our goal is to identify the lasting investment – the long-term opportunity, based on in-depth analysis of long-term trends and themes. An investment in this strategy is an investment in companies that apply to these trends and themes, offering higher growth rates than the markets in general.

The strategy invests in equities listed on global stock exchanges and has no geographic or sector restrictions. We diversify across sectors and regions to make the portfolio robust to market volatility.

Active investments that make a difference

Lasting active investments

An investment in Stable Equities is an investment in companies that pursue long-term opportunities based on an in-depth analysis of long-term trends and themes. These trends and themes offer higher growth rates than the markets in general.

Consistent investment method

The investment objective is to achieve long-term capital growth exceeding the market's return with a moderate risk profile in line with or below the market risk.

Our selection criteria

The fund's long-term aim is for the portfolio's price volatility to be lower than that of the general stock market as measured by the MSCI AC World Index. This is achieved by investing in stocks among the 50 per cent of the global stock market with the lowest historical or expected price volatility.

Long-term growth

Stable Equities have historically provided better capital preservation than the global stock market during falling markets, specifically when sudden shocks hit the market.

Stable Equities

Choose your currency below and view total returns over customizable date ranges (last updated end-of-month). Please find the latest fact sheets below the chart (PDF).

USD DKK EUR GBP NOK SEK AUD

The tool below allows you to view total returns over customizable date ranges. Choose your currency above. Data is updated monthly (as of end of last month).

All figures are based on past performance. Past performance is not a reliable indicator of future performance.  The gross figures are gross of management fees and custodian fees, but after transaction costs. All figures include reinvested net dividends (with dividend tax deducted). C WorldWide Asset Management Fondsmaeglerselskab A/S claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. To obtain a GIPS Composite Report, please send a request to info@cworldwide.com. 

Fact sheets

Name Currency Fact sheets
C WorldWide Stable Equities USD
C WorldWide Stable Equities DKK
C WorldWide Stable Equities EUR
C WorldWide Stable Equities GBP
C WorldWide Stable Equities NOK
C WorldWide Stable Equities SEK
C WorldWide Stable Equities AUD

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Fact sheets

Decision team - Stable Equities

Jakob Greisen

Learn about our Stable Equities team