EPIC Funds plc - EPIC Wealth Fund Class CHF Acc
ISIN IE00BMHMZ073 / Valor null
EPIC Funds plc - EPIC Wealth Fund Class CHF Acc
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General Objective
The Fund aims to achieve long-term returns through a combination of capital growth and income. It is actively managed and seeks investments across various asset classes, geographies, sectors, and investment styles.
Fund Exposure
The portfolio of the Fund includes traditional assets such as major market securities, emerging market equities, debt securities, and liquid instruments. Additionally, it may invest in alternatives such as FDI, open-ended and closed-ended funds providing exposure to real estate markets, commodity markets, and hedge funds.
Risks
Investing in the Fund may be suitable for investors seeking capital growth over the longer term (5 years) and who are willing to accept a moderate to high level of risk. The use of FDI for hedging and investment purposes aims to reduce market risk and enhance returns, but it also introduces derivative contract risk.
Source
https://www.epicip.com/markets/EpicipWealthFund
Ratings & reviews
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