Bellevue Funds (Lux) Bellevue African Opportunities B CHF
Fund
ISIN LU0433847596 / Valor 10264516
NAV (2024-03-11)
CHF 86.06+0.34%
Bellevue Funds (Lux) Bellevue African Opportunities B CHF
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
The fund aims to achieve long term capital growth It invests at least two thirds of its net assets in selected shares and other equities of companies that have their registered office or that carry out most of their economic activities in African countries, including the Gulf Cooperation States Up to one third of the net assets can be invested in debt securities of private and government issuers with various terms and credit ratings The fund can carry out derivative transactions for the purposes of hedging, efficient portfolio management and the generation of additional income The fund's income remains in the fund and increases the value of the shares The DJ African Titans 50 reference index is used for comparison purposes and for analyzing value The fund is actively managed and does not track the index The management team aims to exceed the performance of the reference index, which can lead to both positive and negative differences in value Shares in the fund can in principle be purchased and sold by the management company on trading days Redemption may be suspended only in exceptional cases, taking into account the interests of investors This fund may not be suitable for investors who want to withdraw their money from the fund again within a period of 5 years The fund takes into consideration environmental, social and governance ( characteristics when implementing the aforementioned investment objectives The subfund is an ESG subfund within the meaning of Article 8 SFDR