HP Invest was established in 2007 and is a professional and independent investment fund with an active investment strategy

The fund consists of three subfunds where the primary difference is interest rate risk; low, medium and high. HP Invest solely invest in Danish Krone denominated Danish government, mortgage bonds and bonds guaranteed by the Danish government or municipalities.

Danish mortgage bonds are well-suited to constitute the entire portfolio of the very risk averse investor or as the safe part of the portfolio for a professional investor, to create room in the risk budget for more risky investments. Shares in HP Invest trades on the base of net asset value with a spread of 0.10 %. The investor therefore has a more liquid investment than a single bond investment. All subfunds of HP Invest are UCITS.

The funds objective

  • To give the highest return compared to similar funds

  • As a minimum to the match return of the funds' benchmark after costs

  • To deliver the highest possible Sharpe ratio as possible over a 3-year period

The Danish Bond Market

The Danish Mortgage Bond Market has in its 200 year of history resisted several crises and appears as a safe and well tested system. The structure is based on registration of all real estate in Denmark, a thoroughly defined legal system and effective procedures in case of debtors’ default. The market consists of a large number of series approximately 1,700. Despite the large number of series, the market is still very liquid. The high credit quality is shown by the high rating all new issuances receives.

Approved by Danish FSA

HP Invest has been approved by and registered with the Danish FSA under FT no 11.182, CVR no 31060540. If you cannot find the information you are looking for on this website, please do not hesitate to contact the fund administrator or its investment adviser HP Fondsmæglerselskab.