Danish investors favour equity funds over direct equities

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Danish retail investors increasingly prefer to invest in equity through funds rather than direct equity, according to data and analysis from Nykredit, re-published by the Danish Investment Fund Association (IFB).

The data suggests that since February 2013 there has been a growing multi-billion DKK gap between retail investments made in equity funds versus direct equity.

Net sales of equities has been about DKK31.2bn, while net purchases of funds has been about DKK35.6bn, according to Nykredit.

Johan Juul-Jensen, economist at Nykredit, said: “The figures tell me that Danish retail investors to an increasing degree are looking to professional judgement in investments. That judgement, and ongoing attention is built in to investment funds. The trend seen since the financial crisis, when many investors got a rap on the knuckles.”

The trend towards collective investments is also visible in trading data, with the level of purchases and sales for shares in funds over the past decade running significantly higher than for direct equities.


(Source: Nykredit, IFB)

Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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