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FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class header image

FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class

Fund

ISIN IE00BD9BT185 / Valor 39716298

NAV (2026-03-05)
EUR 104.97-1.69%

FI Institutional US Small and Mid-Cap Core Equity Fund B2 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 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
-2.18%USD 132.97
FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class
FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class FI Institutional US Small and Mid-Cap Core Equity Fund D2 Class
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.69%EUR 96.56
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
-3.01%USD 252.23
FI Institutional US Small and Mid-Cap Core Equity Fund Sterling EUR Unhedged Class
FI Institutional US Small and Mid-Cap Core Equity Fund Sterling EUR Unhedged Class FI Institutional US Small and Mid-Cap Core Equity Fund Sterling EUR Unhedged Class Valor: 39714287
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Annual Return

-50%0%+50%

Risk level

110
-1.70%EUR 113.43
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
-3.29%GBP 126.54
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
-1.70%EUR 113.64
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
-2.18%USD 119.73
FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class
FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Valor: 13079231
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Annual Return

-50%0%+50%

Risk level

110
-1.85%GBP 130.52
FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class
FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class FI Institutional US Small and Mid-Cap Core Equity Fund B USD Class Valor: 39716293
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.18%USD 106.98
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