MontLake Trinity Street Global Equity UCITS Fund EUR Class E Pooled Shares
Fund
ISIN IE00BKM63W80 / Valor null
NAV (2025-01-23)
EUR 152.52+0.34%
MontLake Trinity Street Global Equity UCITS Fund EUR Class E Pooled Shares
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General Objective
The general objective of this fund is to provide shareholders with a return through long-term capital growth.
Fund Exposure
The fund will invest in shares of companies located in developed markets and, to a limited extent, in emerging market countries. It will focus primarily on mid to large capitalisation companies, with some focus on small capitalisation companies. The fund's allocation of investments is not predetermined and can be made across all types of economic sectors, regions or countries, although investment in any one country, except the US, will be limited to 30% of the fund's net asset value.
Risks
Some of the risks associated with this fund include market risk, currency risk, and the risk of investing in small capitalisation companies and companies in emerging markets. Additionally, the fund's strategy of investing in companies undergoing change may not always lead to price appreciation as expected.