Risk Considerations
- The Fund is actively managed and invests mainly in a diversified portfolio of shares of companies that have the potential for above average and sustainable rates of earnings growth. The companies may be anywhere in the world, including emerging markets.
- Investment in the Fund involves risks, including general investment risk, geographic concentration risk, currency risk, equity market risk, risks associated with depositary receipts, exclusion criteria risk and style risk which may result in loss of a part or the entire amount of your investment.
- The Fund may use derivatives for hedging and efficient portfolio management and is subject to derivatives risk. Exposure to derivatives may lead to a risk of significant loss by the Fund.
- The value of the Fund can be volatile and could go down substantially.
- You should not invest in the Fund unless the intermediary which sells you the Fund has advised you that the Fund is suitable for you.
- Investors should not invest in the Fund solely based on this website.
Investment involves risk. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.
SICAV
Global Focused Growth Equity Fund
Seeks to increase the value of its shares, over the long term, through growth in the value of its investments.
ISIN LU0143551892
30-Nov-2023
-
David Eiswert,
Portfolio Manager,
Overview
Strategy
Fund Summary
We look for companies that we believe have the potential for improving economic returns in the future and that we can buy at an attractive price. In a world of secular change, this means understanding the forces enhancing or erasing durable competitive advantage to correctly identify the winners and losers ahead of the market. The promotion of environmental and/or social characteristics is achieved through the fund's commitment to maintain at least 10% of the value of its portfolio invested in Sustainable Investments, as defined by the SFDR. Additionally, we apply a proprietary responsible screen (exclusion list). The manager is not constrained by the fund’s benchmark, which is used for performance comparison purposes only.
Performance - Net of Fees
Past performance is not a reliable indicator of future performance.
30-Nov-2023
-
David Eiswert,
Portfolio Manager,
30-Nov-2023
-
David Eiswert,
Portfolio Manager,
Disclosure on Vendor Indices can be found here.