Overstone UCITS Smaller Companies Fund I USD header image

Overstone UCITS Smaller Companies Fund I USD

Fund

ISIN IE00BD3H6C20 / Valor null

NAV (2026-03-18)
USD 395.97+1.39%

Overstone UCITS Smaller Companies Fund I USD
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

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.

Content summarized by AI chatbot
Tags:
global equities small and mid cap msci world small and mid-cap index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.96%GBP 221.05
Overstone UCITS Smaller Companies Fund A USD
Overstone UCITS Smaller Companies Fund A USD Overstone UCITS Smaller Companies Fund A USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.39%USD 261.02