CT (Lux) - American Smaller Companies IHF (CHF Accumulation)
Fund
ISIN LU2591118208 / Valor 12535536
NAV (2024-12-20)
CHF 12.09+1.39%
CT (Lux) - American Smaller Companies IHF (CHF Accumulation)
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General Objective
The fund aims to increase the value of investments over the long term by investing at least two-thirds of its assets in shares of smaller companies in the US or companies with significant operations there. The fund is actively managed in reference to the Russell 2500 Index and promotes environmental and social characteristics through responsible investment measures.
Fund Exposure
The fund is exposed to US smaller companies with market values between US$ 500 million and US$ 10 billion. It may also invest in asset classes and instruments different from those stated above. The fund integrates responsible investment measures and commits to investing at least 10% of its assets in sustainable investments, while excluding certain industries and companies involved in controversial activities.
Risks
Investors should be aware that the value of investments can fall as well as rise, and changes in exchange rates may affect the value of investments. The fund may also hold assets that could prove difficult to sell, and the use of derivatives may impact the fund's performance. Additionally, the fund's focus on ESG factors and high volatility may affect its performance relative to other funds.