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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 (2026-09-10)
EUR 126.18-2.42%

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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Tags:
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 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
-2.26%GBP 143.28
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
-2.44%USD 289.44
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
-2.42%EUR 125.75
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
-2.45%USD 118.54
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
-2.26%GBP 143.40
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
-2.45%USD 132.67
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
-2.44%USD 148.23
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
-2.42%EUR 107.21
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
-2.43%EUR 115.85
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