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FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class header image

FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class

Fund

ISIN IE00BD0TR628 / Valor 39716293

NAV (2026-04-01)
USD 104.53+0.84%

FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class
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Fisher Invts Instl US Sm&Md-Cp Cor Eq Fd is an actively managed fund that focuses on investing primarily in U.S. stocks, particularly targeting small and mid-cap companies. The portfolio includes equity-related securities and may allocate up to 10% of its assets to unlisted equities. Additionally, the fund holds cash, money market instruments, and government or corporate bonds to manage liquidity and navigate market volatility. Up to 10% of the fund's assets can also be invested in other investment funds, all aimed at outperforming the Russell 2500 Index.

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actively managed us equities russell 2500

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OTHER SHARE CLASSES OF THIS FUND

FI Institutional US Small and Mid-Cap Core Equity Fund Sterling GBP Unhedged Class
FI Institutional US Small and Mid-Cap Core Equity Fund Sterling GBP Unhedged Class FI Institutional US Small and Mid-Cap Core Equity Fund Sterling GBP Unhedged Class
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Annual Return

-50%0%+50%

Risk level

110
4.07%GBP 128.14
FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class
FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class
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Annual Return

-50%0%+50%

Risk level

110
3.47%EUR 110.78
FI Institutional US Small and Mid-Cap Core Equity Fund A Class
FI Institutional US Small and Mid-Cap Core Equity Fund A Class FI Institutional US Small and Mid-Cap Core Equity Fund A Class
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Annual Return

-50%0%+50%

Risk level

110
3.98%USD 116.01
FI Institutional US Small and Mid-Cap Core Equity Fund USD Class
FI Institutional US Small and Mid-Cap Core Equity Fund USD Class FI Institutional US Small and Mid-Cap Core Equity Fund USD Class
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Annual Return

-50%0%+50%

Risk level

110
3.98%USD 252.13
FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged) Valor: 13079231
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Annual Return

-50%0%+50%

Risk level

110
4.07%GBP 127.86
FI Institutional US Small and Mid-Cap Core Equity Fund Euro Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund Euro Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund Euro Class Shares (unhedged) Valor: 39714287
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Annual Return

-50%0%+50%

Risk level

110
3.47%EUR 110.55
FI Institutional US Small and Mid-Cap Core Equity D
FI Institutional US Small and Mid-Cap Core Equity D FI Institutional US Small and Mid-Cap Core Equity D Valor: 13079220
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Annual Return

-50%0%+50%

Risk level

110
3.98%USD 128.95
FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class Shares (unhedged)
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Annual Return

-50%0%+50%

Risk level

110
3.46%EUR 94.12
FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class Shares (unhedged)
FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class Shares (unhedged) FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class Shares (unhedged) Valor: 39716298
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Annual Return

-50%0%+50%

Risk level

110
3.46%EUR 102.23
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