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

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

Fund

ISIN IE00BD9BSS80 / Valor null

NAV (2026-09-17)
USD 284.16+0.48%

FI Institutional US Small and Mid-Cap Core Equity Fund 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 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
0.94%EUR 124.98
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
1.25%GBP 142.52
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
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Annual Return

-50%0%+50%

Risk level

110
0.48%USD 116.36
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
0.94%EUR 125.42
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
1.25%GBP 142.63
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
0.49%USD 130.23
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
0.49%USD 145.54
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
0.94%EUR 106.56
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
0.94%EUR 115.13
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