Chatrier Value Fund Q USD
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The Chatrier Value Fund seeks to achieve long-term, above-average returns by primarily investing in undervalued stocks worldwide, with a particular emphasis on companies in Germany, Switzerland, and the USA. The fund carefully selects publicly traded equities and securities that appear undervalued based on thorough and disciplined fundamental analysis. Additionally, to navigate tactical opportunities and extreme market conditions, the fund may hold up to 49% of its assets in cash when needed. The fund is actively managed without referencing a specific benchmark.
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OTHER SHARE CLASSES OF THIS FUND
Chatrier Value Fund A CHF
Chatrier Value Fund A CHF
Chatrier Value Fund A CHF
Valor: 54799686
Annual Return
-50%0%+50%
Risk level
110
0.98%CHF 193.29
Chatrier Value Fund A EUR
Chatrier Value Fund A EUR
Chatrier Value Fund A EUR
Valor: 54799689
Annual Return
-50%0%+50%
Risk level
110
0.81%EUR 215.57
Chatrier Value Fund I EUR
Chatrier Value Fund I EUR
Chatrier Value Fund I EUR
Valor: 13119049
Annual Return
-50%0%+50%
Risk level
110
0.83%EUR 150.16
Chatrier Value Fund Q CHF
Chatrier Value Fund Q CHF
Chatrier Value Fund Q CHF
Valor: 54799688
Annual Return
-50%0%+50%
Risk level
110
0.97%CHF 198.86
Chatrier Value Fund I CHF
Chatrier Value Fund I CHF
Chatrier Value Fund I CHF
Valor: 13119049
Annual Return
-50%0%+50%
Risk level
110
0.96%CHF 151.59
Chatrier Value Fund A USD
Chatrier Value Fund A USD
Chatrier Value Fund A USD
Valor: 54799692
Annual Return
-50%0%+50%
Risk level
110
0.36%USD 220.11
Chatrier Value Fund Q EUR
Chatrier Value Fund Q EUR
Chatrier Value Fund Q EUR
Valor: 54799691