North American Equity
EQUITY
The Sub-fund invests primarly in the North American equity market; adopting a top down approach in order to determine the absolute equity level and currency exposure, otherwise bottom up analysis are used in the stock picking process.
The portfolio exposure is determined by a balanced approach between growth and attractive valuations.
Key Takeaways:
- North American equity and currency exposure
- Dynamic asset and sector allocation
- Risk Control
NORTH AMERICAN EQUITY
| Share Class | Isin | Inception date | Morningstar Category™ | Distribution Policy | Currency |
|---|---|---|---|---|---|
| B Acc* | LU1325864897 | 16 december 2015 | US Large-Cap Blend Equity | Capitalisation | EUR |
Investment Objective:
The investment objective of the Sub-Fund is to achieve capital growth in the long-term by investing mainly in equities and equity related instruments and to generate a total return in excess of the reference benchmark being 100% MSCI North America TRN Index. The sub-fund is actively managed in reference to this benchmark with limited degree of freedom.
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*Share Class reserved to Institutional Investors