Omba Global Thematic Fund B GBP Income
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General Objective
The general objective of this fund is to achieve capital appreciation over the long term by investing in a global and diversified portfolio of equity securities allocated across regions, countries, and sectors.
Fund Exposure
The fund exposure includes a globally diverse portfolio with a focus on broad regional exposure and no home bias. It primarily invests in thematic equities to gain exposure to innovation, disruptive trends, and growth. The fund also minimizes concentration risk through ETFs and aims to achieve diversified exposure to various themes and trends.
Risks
All financial investments involve an element of risk, and the value of the investment can both reduce and increase. The return on the investment will be variable, and changes in exchange rates may have an adverse effect on the value, price, or income of the product. Past performance may not be a reliable guide to future performance, and income may fluctuate in accordance with market conditions and taxation arrangements.
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Source
https://www.ombainvestments.com/funds/thematic/
Tags:
msci worldglobal equitiesproperty
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OTHER SHARE CLASSES OF THIS FUND
Omba Global Thematic Fund A EUR Accumulation
Omba Global Thematic Fund A EUR Accumulation
Omba Global Thematic Fund A EUR Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.77%EUR 111.16
Omba Global Thematic Fund A GBP Accumulation
Omba Global Thematic Fund A GBP Accumulation
Omba Global Thematic Fund A GBP Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.41%GBP 83.28
Omba Global Thematic Fund B USD Income
Omba Global Thematic Fund B USD Income
Omba Global Thematic Fund B USD Income
Annual Return
-50%0%+50%
Risk level
110
-1.27%USD 80.69
Omba Global Thematic Fund A USD Accumulation
Omba Global Thematic Fund A USD Accumulation
Omba Global Thematic Fund A USD Accumulation
Annual Return
-50%0%+50%
Risk level
110
-1.28%USD 80.68
Omba Global Thematic Fund B EUR Income
Omba Global Thematic Fund B EUR Income
Omba Global Thematic Fund B EUR Income