Risk Considerations
- The Fund is actively managed and invests mainly in a diversified portfolio of shares of large and medium sized “blue chip” companies in the United States.
- Investment in the Fund involves risks, including general investment risk, equity market risk, risks associated with depositary receipts, geographic concentration risk, small and mid-capitalisation shares risk, 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.
- 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
US Blue Chip Equity Fund
Seeks to increase the value of its shares, over the long term, through growth in the value of its investments.
ISIN LU0133085943
30-Nov-2023
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Paul Greene,
Portfolio Manager,
Overview
Strategy
Fund Summary
Through fundamental analysis, we search for companies that can deliver strong growth in earnings and free cash flow on a durable basis. We want to invest in high-quality companies with leading market positions in fertile growth fields. We are attentive to valuations and aim to avoid overpaying for growth, while broadly diversifying the portfolio. 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
30-Nov-2023
-
Paul Greene,
Portfolio Manager,
Disclosure on Vendor Indices can be found here.