FAQ

Frequently asked questions 

How do I invest?

Contact us either through this form or on info@meritum.dk and we will provide you with the investment documents and initiate the process. The process includes gathering of some mandatory informations about you in our KYC process. Lastly you will be registered in Meritum's shareholder register.

What do MIP invest in?

We deploy our capital into listed equities, i.e. regular stocks. Up to 20 % of our capital can be deployed into non-listed securities, however still with our disciplined focus on downside protection.

What type of funds can I invest?

You can invest common personal funds, business funds and pension funds. If pension funds, the value of the total pension must be at least DKK 2.700.000 due to threshold values for non-listed investments.

What about taxes?

The taxes on the returns depends on the type of funds you have invested. If personal funds, capital gains tax applies. If business funds, the regular corporate tax applies. If pension funds, returns are taxed on a mark-to-market basis, i.e. taxation of unrealized gains or losses.

What are the fees?

Our management fee is 0,7 % with a 20% performance fee above an absolute hurdle rate of 7% and high water mark.

How do I exit my investment?

If you want to exit, simply contact us and we will initiate the process which may take two to four weeks.

If you have any more questions, feel free to contact us anytime. Click here for contact information