Home
Movement
Investments
Education
Blog
Plans
FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged) header image

FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged)

Fund

ISIN IE000YE2Z637 / Valor 13079231

NAV (2026-03-12)
GBP 123.81-2.64%

FI Institutional US Small and Mid-Cap Core Equity Fund D3 Class Shares (unhedged)
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
actively managed us equities russell 2500

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

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)
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.64%EUR 92.25
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.63%EUR 100.27
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.64%GBP 124.10
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-3.01%USD 247.18
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
-3.01%USD 101.66
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.64%EUR 108.58
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-3.01%USD 113.78
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.64%EUR 108.37
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-3.01%USD 126.39
SIXFactSetClearbitLogos provided by Clearbit