Bergos – US Equities B

The fund aims to invest at least two-thirds of its assets in equities of domestic and foreign companies registered in the United States or conducting most of their operations in the United States. The management focuses on quality equities with flexible weighting based on market assessments.

The fund is primarily exposed to equities of companies in the United States, with the possibility of investing up to one-third of its assets in various instruments such as participation certificates, fixed-income securities, money market instruments, convertible bonds, and warrants on transferable securities.

Investing in equities and other financial instruments involves risks such as market fluctuations, economic uncertainties, and potential losses. The fund's performance may be impacted by changes in the value of the underlying assets and external factors affecting the financial markets. Investors should carefully consider these risks before investing in the fund.

https://www.finanzpartner.de/fi/lu1068779807/bergos-us-equity-a/