CT (Lux) - Global Smaller Companies XE (EUR Accumulation shares)
Fund
ISIN LU0570872340 / Valor null
NAV (2025-03-26)
EUR 16.59-0.84%
CT (Lux) - Global Smaller Companies XE (EUR Accumulation shares)
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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 worldwide, typically no bigger than the largest company included in the MSCI World Small Cap Index. The fund is actively managed in reference to this index and promotes environmental and social characteristics through responsible investment measures.
Fund Exposure
The fund is exposed to a global small/mid-cap equity investment style, with a growth bias relative to its benchmark. It invests in companies with above-average growth rates or good growth potential. The fund also integrates responsible investment measures, ensuring companies follow good governance practices and excluding those involved in certain industries or activities.
Risks
Investors should be aware that the value of investments in the fund can fluctuate, and there is a risk of not getting back the original investment amount. Additionally, the fund may hold assets that are difficult to sell, and changes in exchange rates may affect the value of investments, especially if denominated in multiple currencies. The fund also invests in derivatives, which can add complexity and risk to the portfolio.