Aperture Investors SICAV Discover Equity Fund IY H EUR Inc header image

Aperture Investors SICAV Discover Equity Fund IY H EUR Inc

Fund

ISIN LU2475551292 / Valor 12064406

NAV (2025-06-30)
EUR 120.64-0.43%

Aperture Investors SICAV Discover Equity Fund IY H EUR Inc
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The Aperture Discover Equity Fund aims to outperform the Russell 2000 Index by actively selecting a diverse range of North American stocks and employing both long and short investment strategies. Its portfolio includes various equity-related instruments such as options and futures, as well as bonds and other financial derivatives to enhance returns and manage risk. Additionally, the fund maintains a portion of its assets in liquid investments like bank deposits and money market instruments to ensure flexibility and stability.

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Tags:
russell 2000 long short north american equities

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OTHER SHARE CLASSES OF THIS FUND

Aperture Investors SICAV Discover Equity Fund EX EUR Acc
Aperture Investors SICAV Discover Equity Fund EX EUR Acc Aperture Investors SICAV Discover Equity Fund EX EUR Acc Valor: 12414299
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Annual Return

-50%0%+50%

Risk level

110
-0.60%EUR 117.40
Aperture Investors SICAV Discover Equity Fund IX EUR Acc
Aperture Investors SICAV Discover Equity Fund IX EUR Acc Aperture Investors SICAV Discover Equity Fund IX EUR Acc Valor: 12048589
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Annual Return

-50%0%+50%

Risk level

110
-0.59%EUR 109.38
Aperture Investors SICAV Discover Equity Fund DX EUR Acc
Aperture Investors SICAV Discover Equity Fund DX EUR Acc Aperture Investors SICAV Discover Equity Fund DX EUR Acc
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Annual Return

-50%0%+50%

Risk level

110
-0.60%EUR 108.51
Aperture Investors SICAV Discover Equity Fund IX USD Acc
Aperture Investors SICAV Discover Equity Fund IX USD Acc Aperture Investors SICAV Discover Equity Fund IX USD Acc Valor: 12048434
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Annual Return

-50%0%+50%

Risk level

110
-0.42%USD 129.26