New Capital Dynamic European Equity Fund USD Inst Acc
Fund
ISIN IE00BWSW4X20 / Valor 28348767
NAV (2024-10-22)
USD 206.44-0.19%
New Capital Dynamic European Equity Fund USD Inst Acc
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General Objective
The fund aims to achieve capital appreciation through investment in securities in the European Region, including the United Kingdom and Switzerland. A concentrated portfolio of pan-European stocks is created using a rigorous bottom-up stock picking framework with tight risk controls.
Fund Exposure
The fund is primarily exposed to European equities, with sector allocations including Financials, Industrials, Information Technology, and Consumer Discretionary. The country allocation includes France, the United Kingdom, Switzerland, and the Netherlands. The fund follows an active investment style with a focus on stock selection.
Risks
Investors should be aware that the value of their investments and income may fluctuate due to market and currency fluctuations. There is a risk of not getting back the full amount invested. Past performance is not indicative of future results, and the fund performance is net of fees.