Digital Funds Stars US Equities I USD Acc
ISIN LU1651323609 / Valor 37526279
Digital Funds Stars US Equities I USD Acc
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General Objective
The fund aims to achieve long-term appreciation of its capital and outperform the US market through the experienced usage of a sophisticated and proprietary quantitative model to identify the "stars" performers.
Fund Exposure
The fund is exposed to a diversified portfolio within the US universe, with a purely quantitative management style. It invests in approximately 2700 stocks originating in the US market, with a minimum market capitalization of $100M and each stock followed by at least 3 analysts. The portfolio is mainly overweight in banking, industrials (transport), and consumer discretionary sectors, and underweight in technology, media, and healthcare.
Risks
The fund faces risks associated with market fluctuations, sector-specific risks, and the potential impact of geopolitical events such as the Russian invasion of Ukraine. Additionally, energy companies remain under-represented in the portfolio due to the fund's adherence to ESG criteria, which may impact overall performance.
Source
https://chahinecapital.com/en/fund/digital-stars-us-equities/
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