Planetarium Fund - Fundamental European Selection A EUR header image

Planetarium Fund - Fundamental European Selection A EUR

Fund

ISIN LU0149827361 / Valor 1446866

NAV (2025-02-04)
EUR 249.53-0.76%

Planetarium Fund - Fundamental European Selection A EUR
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General Objective

The Planetarium Fund–Fundamental European Selection is an equity fund that aims to out-perform the Dow Jones Stoxx 50 Europe with a lower volatility. It is fully invested in a concentrated number of European stocks selected through a fundamental bottom-up approach.

Fund Exposure

The fund is primarily exposed to European equities, with a focus on sectors such as Health Care, Financials, and Industrials. The top countries in terms of equity holdings include the United Kingdom, France, and Switzerland. The fund also has a relative sector allocation compared to the DJ Stoxx 50 Europe.

Risks

The fund carries a moderate risk level, indicated by a risk indicator of 4 out of 7. Risks associated with this fund may include market volatility, sector-specific risks, and currency fluctuations. Investors should carefully consider these risks before investing in the Planetarium Fund.

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Source

https://planetariumfund.com/en/isin-by-asset/1

Tags:
actively managed european equities dow jones stoxx europe 50

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OTHER SHARE CLASSES OF THIS FUND

Planetarium Fund - Fundamental European Selection B EUR
Planetarium Fund - Fundamental European Selection B EUR Planetarium Fund - Fundamental European Selection B EUR Valor: 11107970
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Annual Return

-50%0%+50%

Risk level

110
-0.76%EUR 274.58