Contact us either through this form or on mh@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.

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.

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.

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.

Our management fee is 1,0 % with a 20% performance fee split equally (10%) on a relative performance against a benchmark, MSCI ACWI, and a 7% hurdle rate. I.e. half of our performance fee depends on our relative performance and the other half depends on our absolute performance. Our philosophy and aim is to target attractive absolute returns while simultaneously outperforming the equity market over time. The dual fee structure is the financial expression of that philosophy. Under a single hurdle, there is always one market environment where the fee is easy to collect. A fixed hurdle is easy to beat in strong markets. A relative hurdle is easy to beat in weak ones. By splitting the fee across both, we have set a higher bar for ourselves. We must deliver on two fronts simultaneously.

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