Risk Considerations
- The Fund is actively managed and invests mainly in a widely diversified portfolio of shares from smaller capitalisation 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 and exclusion criteria 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 Smaller Companies Equity Fund
Seeks to increase the value of its shares, over the long term, through growth in the value of its investments.
ISIN LU0133096635
31-Aug-2016
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Frank M. Alonso,
Associate Director of Analyst Development,
Overview
Strategy
Fund Summary
Actively managed and invests mainly in a widely diversified portfolio of shares from smaller capitalisation companies in the United States.
Performance - Net of Fees
Past performance is not a reliable indicator of future performance.
30-Nov-2023
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Curt Organt,
Co-Portfolio Manager,
30-Nov-2023
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Curt Organt,
Co-Portfolio Manager,
Disclosure on Vendor Indices can be found here.