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FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class header image

FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 Class

Fund

ISIN IE000AU73U27 / Valor null

NAV (2026-03-09)
EUR 111.89+1.48%

FI Institutional US Small and Mid-Cap Core Equity Fund EUR 2 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 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
1.34%GBP 127.92
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
1.61%USD 256.28
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
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Annual Return

-50%0%+50%

Risk level

110
1.59%USD 105.41
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
1.59%USD 117.97
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
1.48%EUR 111.68
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
1.61%USD 131.04
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
1.47%EUR 95.06
FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class
FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class FI Institutional US Small and Mid-Cap Core Equity Fund B2 Class Valor: 39716298
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.47%EUR 103.33
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
1.34%GBP 128.23
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