Eurizon Fund - Equity USA Class Unit Z EUR Accumulation
Fund
ISIN LU1341631270 / Valor 31454322
NAV (2025-02-06)
EUR 364.21+0.85%
Eurizon Fund - Equity USA Class Unit Z EUR Accumulation
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General Objective
The fund aims to increase the value of investments over time and outperform US equity markets, as measured by the MSCI USA Index® (net total return), without distributing dividends.
Fund Exposure
The fund mainly invests in US equities, favoring direct investments but also utilizing derivatives when necessary. At least 70% of total net assets are invested in equities and equity-related instruments of US-based companies. The investment manager uses macroeconomic, market, and fundamental company analysis to identify opportunities and overweight securities with potential for appreciation.
Risks
Investors should be aware that the fund's exposure to securities and performance may differ moderately from the benchmark. Additionally, the fund may use derivatives for risk reduction and cost efficiency, which could introduce additional risks. It is important for investors to understand the risks associated with the fund and have a long-term investment horizon.