FI Institutional Global Small Cap Equity Selection Fund F USD Acc

Fisher Investments Instl GlbSmCapEqSelFd actively manages a portfolio focused on small-cap companies in developed markets, aiming to surpass the MSCI World Small Cap Index. The fund primarily holds equities and equity-related securities of these small market capitalization firms within the benchmark’s country indices. Additionally, it can allocate up to 30% of its assets to small-cap equities from developed countries not included in the benchmark and up to 10% to unlisted equities. This strategic selection allows the fund to diversify and seek higher returns by investing in a broad range of small-cap stocks across both listed and unlisted markets.