Collection - US Core Equities N USD Cap
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
Collection - US Core Equities seeks to outperform the US stock market by primarily investing in US-based companies through a research-focused approach. The portfolio consists of at least two-thirds in listed US equities and equity-like securities, up to 20% in Canadian companies, and up to 15% in eligible real estate investment trusts (REITs). Additionally, the fund incorporates environmental, social, and governance (ESG) factors to select companies with strong sustainability and governance practices, ensuring a diversified and responsible investment in the US and Canadian markets.
Content summarized by AI chatbot
Tags:
esgus equitiesmsci usa
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
Collection - US Core Equities NH EUR Cap
Collection - US Core Equities NH EUR Cap
Collection - US Core Equities NH EUR Cap
Valor: 12833760
Annual Return
-50%0%+50%
Risk level
110
-1.79%EUR 127.54
Collection - US Core Equities NH CHF Dist
Collection - US Core Equities NH CHF Dist
Collection - US Core Equities NH CHF Dist
Valor: 12833759
Annual Return
-50%0%+50%
Risk level
110
-1.84%CHF 121.92
Collection - US Core Equities NH CHF Cap
Collection - US Core Equities NH CHF Cap
Collection - US Core Equities NH CHF Cap
Valor: 12833777
Annual Return
-50%0%+50%
Risk level
110
-1.84%CHF 121.93
Collection - US Core Equities NH GBP Dist
Collection - US Core Equities NH GBP Dist
Collection - US Core Equities NH GBP Dist
Valor: 12833762
Annual Return
-50%0%+50%
Risk level
110
-1.76%GBP 131.99
Collection - US Core Equities N USD Dist
Collection - US Core Equities N USD Dist
Collection - US Core Equities N USD Dist
Valor: 12833777
Annual Return
-50%0%+50%
Risk level
110
-1.76%USD 133.49
Collection - US Core Equities NH EUR Dist
Collection - US Core Equities NH EUR Dist
Collection - US Core Equities NH EUR Dist
Valor: 12833764