Coeli Circulus America Micro & Small Cap I Bt Gbp header image

Coeli Circulus America Micro & Small Cap I Bt Gbp

Fund

ISIN LU2963533372 / Valor null

NAV (2025-11-26)
GBP 95.02+1.47%

Coeli Circulus America Micro & Small Cap I Bt Gbp
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

Coeli Circulus America Micro & Small Cap is dedicated to long-term growth by investing in small and microcap companies primarily based in North America. The fund selects businesses with at least half of their operations in the region, listed on regulated North American exchanges, and with market capitalizations below $18 billion. Additionally, up to 30% of its investments can be allocated to emerging markets. The portfolio includes a mix of direct equity holdings, investments through funds and derivatives, as well as special purpose acquisition companies (SPACs) and warrants. Coeli Circulus America Micro & Small Cap also focuses on companies that support sustainable development goals, such as those involved in renewable energy, energy efficiency, and sustainable food production.

Content summarized by AI chatbot
Tags:
sustainable investing russell 2000 microcap

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Coeli Circulus America Micro & Small Cap I Gbp
Coeli Circulus America Micro & Small Cap I Gbp Coeli Circulus America Micro & Small Cap I Gbp
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.47%GBP 94.68
Coeli Circulus America Micro & Small Cap R Sek
Coeli Circulus America Micro & Small Cap R Sek Coeli Circulus America Micro & Small Cap R Sek
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.29%SEK 105.87