QMM Actively Managed US Equity Fund Q GBP Hedged Acc
Fund
ISIN IE000KY07VI3 / Valor null
NAV (2024-12-23)
GBP 11.34+0.55%
QMM Actively Managed US Equity Fund Q GBP Hedged Acc
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General Objective
The Fund aims to outperform the MSCI USA ESG Ex Select Business Involvement Screens Index over a rolling three year period by investing in equity securities of companies incorporated in, listed in, or the main business of which is in the US, while taking into account certain environmental, social, and governance (ESG) related characteristics.
Fund Exposure
The Fund invests at least 80% of its total assets in US equity securities and instruments related to such equity securities, including financial derivative instruments. It may also invest in other equities, equity-related securities, real estate companies, Real Estate Investment Trusts, and money market instruments. The investment manager seeks to limit or exclude direct investment in issuers involved in certain activities, such as weapons production, thermal coal extraction, and oil and gas production.
Risks
Investors should be aware that this Fund is actively managed and may not be appropriate for short-term investment. The Fund's performance may be affected by currency differences, as the base currency is US Dollar and shares for this class are bought and sold in Sterling. Additionally, the Fund may use financial derivative instruments to reduce risk within the portfolio, reduce investment costs, and generate additional income.