Kersio Lux - Kersio Equity M EUR Inc header image

Kersio Lux - Kersio Equity M EUR Inc

Fund

ISIN LU2081628021 / Valor 51110200

NAV (2025-02-11)
EUR 129.63+0.01%

Kersio Lux - Kersio Equity M EUR Inc
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General Objective

The fund aims to provide investors with a return generated by a diversified portfolio of large, medium, and small capitalization stocks traded on major organized markets of OECD countries, with a focus on Europe.

Fund Exposure

The fund will invest in instruments from OECD countries, with a minimum investment of 80% in such stocks under normal conditions. The fund has a focus on Europe, with an exposure exceeding 50% of the equity portfolio on a regular basis. The fund seeks to achieve a performance equivalent to the Eurostoxx 50 Net Return index or higher, while also investing outside the Index's universe based on market capitalization, geographical, and economic criteria.

Risks

Investors should be aware that this fund may not be appropriate for those planning to withdraw their money within 3-5 years. The fund manager utilizes fundamental analysis and quantitative study to carefully select equities from various companies and sectors, aiming to exploit return opportunities while managing risk levels.

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Source

https://kersio.com/en/kersio-lux/

Tags:
europe eurostoxx 50 oecd

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OTHER SHARE CLASSES OF THIS FUND

Kersio Lux - Kersio Equity A EUR Acc
Kersio Lux - Kersio Equity A EUR Acc Kersio Lux - Kersio Equity A EUR Acc Valor: 33496351
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.01%EUR 164.16
Kersio Lux - Kersio Equity Z EUR Acc
Kersio Lux - Kersio Equity Z EUR Acc Kersio Lux - Kersio Equity Z EUR Acc Valor: 43505590
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 1.49