Objetivo de inversión
The Fund invests at least 80% of its net assets in equities and equity-related instruments of smaller companies worldwide.
Más
In this context, smaller companies are those whose market capitalisation, at the time of initial purchase, are within the range of market capitalisations of companies included in the MSCI World Small Cap Index.
If the market capitalisations of such companies fall outside the range of the MSCI World Small Cap Index after the initial purchase, these companies will continue to be considered smaller companies for the purposes of the Fund’s minimum 80% allocation to equity and equity-related instruments of smaller companies worldwide, including, any further investments into such companies.
In choosing investments, the Investment Manager and/or Sub-Investment Manager(s) aim to select a number of smaller companies based on market and economic research to identify the most attractively valued smaller companies relative to their ability to generate income over the long-term.
The Fund’s equity-related instruments may include depository receipts.
On an ancillary basis and for defensive purposes, the Fund may invest in cash and money market instruments.
Menos
El valor de las inversiones y las rentas derivadas de ellas pueden disminuir y aumentar como resultado de las fluctuaciones del mercado y las divisas y es posible que los inversores no recuperen la cantidad invertida en un principio.
Los inversores potenciales deben leer el folleto y, cuando resulte pertinente, el documento de datos fundamentales para el inversor antes de invertir.
Este sitio web es una comunicación publicitaria y no constituye una recomendación de inversión.
Acerca de este fondo
- Gestor principal con experimentado y gestores regionales con experiencia local
- Enfoque de filtro imparcial para la selección de valores, combinado con análisis fundamental cualitativo
- El estilo equilibrado y la exposición regional reduce el riesgo de factores, por lo que la estrategia tiene potencial para comportarse mejor en diversas condiciones de mercado
CALIFICACIONES Y PREMIOS
