Protea Fund - Wealtheon World Equity B EUR Acc header image

Protea Fund - Wealtheon World Equity B EUR Acc

Fund

ISIN LU1554377074 / Valor 35369023

NAV (2026-02-24)
EUR 1,109.15+0.74%

Protea Fund - Wealtheon World Equity B EUR Acc
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Protea Fund Wealtheon World Equity aims for long-term growth by actively investing in global stock markets. It selects companies with high growth potential or attractive valuations using a top-down approach that considers different regions and industries. The portfolio primarily includes a diverse range of global equities and equity-related instruments such as ordinary and preferred shares, depositary receipts, and similar securities. Depending on market conditions, the fund may focus its investments on specific countries or sectors and may also incorporate other asset types like corporate and sovereign bonds, real estate investment trusts, and cash equivalents to enhance its overall holdings.

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Tags:
global equities long term growth

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OTHER SHARE CLASSES OF THIS FUND

Protea Fund - Wealtheon World Equity A EUR Acc
Protea Fund - Wealtheon World Equity A EUR Acc Protea Fund - Wealtheon World Equity A EUR Acc Valor: 35369020
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Annual Return

-50%0%+50%

Risk level

110
0.74%EUR 109.16
Protea Fund - Wealtheon World Equity C EUR Acc
Protea Fund - Wealtheon World Equity C EUR Acc Protea Fund - Wealtheon World Equity C EUR Acc Valor: 35369025
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.74%EUR 1,119.19
Protea Fund - Wealtheon World Equity G EUR Acc
Protea Fund - Wealtheon World Equity G EUR Acc Protea Fund - Wealtheon World Equity G EUR Acc Valor: 50553159
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Annual Return

-50%0%+50%

Risk level

110
0.74%EUR 1,169.03