Overstone UCITS Smaller Companies Fund I 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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global equitiessmall and mid capmsci world small and mid-cap index
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OTHER SHARE CLASSES OF THIS FUND
Overstone UCITS Smaller Companies Fund A USD
Overstone UCITS Smaller Companies Fund A USD
Overstone UCITS Smaller Companies Fund A USD
Annual Return
-50%0%+50%
Risk level
110
-0.57%USD 270.36
Overstone UCITS Smaller Companies Fund I GBP Hedged
Overstone UCITS Smaller Companies Fund I GBP Hedged
Overstone UCITS Smaller Companies Fund I GBP Hedged
Annual Return
-50%0%+50%
Risk level
110
-0.64%GBP 230.30
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
Annual Return
-50%0%+50%
Risk level
110
-0.57%USD 273.89
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
Annual Return
-50%0%+50%
Risk level
110
-0.65%GBP 142.74
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
Annual Return
-50%0%+50%
Risk level
110
-0.64%GBP 133.50
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
Annual Return
-50%0%+50%
Risk level
110
-0.64%GBP 155.73
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
Annual Return
-50%0%+50%
Risk level
110
-0.64%GBP 152.73
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