Overstone UCITS Smaller Companies Fund A USD header image

Overstone UCITS Smaller Companies Fund A USD

Fund

ISIN IE00BD3H6883 / Valor null

NAV (2026-04-01)
USD 252.67+2.29%

Overstone UCITS Smaller Companies Fund A USD
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Overstone UCITS Smaller Coms aims to achieve long-term growth and income by investing in a concentrated portfolio of up to 35 primarily small and medium-sized companies, along with some larger firms. The fund focuses on equity and equity-related securities, including common and preferred stocks, selected from major global markets and a smaller portion from emerging markets worldwide. This diverse selection targets companies across various industries, providing broad exposure while maintaining a focused investment approach.

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Tags:
global equities small and mid cap msci world small and mid-cap index

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OTHER SHARE CLASSES OF THIS FUND

Overstone UCITS Smaller Companies Fund I GBP Hedged
Overstone UCITS Smaller Companies Fund I GBP Hedged Overstone UCITS Smaller Companies Fund I GBP Hedged
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Annual Return

-50%0%+50%

Risk level

110
1.16%GBP 218.05
Overstone UCITS Smaller Companies Fund I USD
Overstone UCITS Smaller Companies Fund I USD Overstone UCITS Smaller Companies Fund I USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
2.29%USD 383.32
Overstone UCITS Global Smaller Companies Fund B GBP Inc
Overstone UCITS Global Smaller Companies Fund B GBP Inc Overstone UCITS Global Smaller Companies Fund B GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.16%GBP 134.63
Overstone UCITS Global Smaller Companies Fund B USD Inc
Overstone UCITS Global Smaller Companies Fund B USD Inc Overstone UCITS Global Smaller Companies Fund B USD Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
2.29%USD 255.90
Overstone UCITS Global Smaller Companies Fund F GBP Acc
Overstone UCITS Global Smaller Companies Fund F GBP Acc Overstone UCITS Global Smaller Companies Fund F GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.16%GBP 147.42
Overstone UCITS Global Smaller Companies Fund F GBP Inc
Overstone UCITS Global Smaller Companies Fund F GBP Inc Overstone UCITS Global Smaller Companies Fund F GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.16%GBP 144.58
Overstone UCITS Global Smaller Companies Fund I GBP Inc
Overstone UCITS Global Smaller Companies Fund I GBP Inc Overstone UCITS Global Smaller Companies Fund I GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.17%GBP 135.16
Overstone UCITS Global Smaller Companies Fund I GBP Acc
Overstone UCITS Global Smaller Companies Fund I GBP Acc Overstone UCITS Global Smaller Companies Fund I GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
11.63%GBP 138.68