smart-invest - Global Equity I header image

smart-invest - Global Equity I

Fund

ISIN LU0973066052 / Valor 22507289

NAV (2024-10-17)
EUR 1,537.36+0.58%

smart-invest - Global Equity I
UMushroom community rating:

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

The main objective of this fund is to achieve a high level of capital appreciation through investments in a wide range of securities without any restrictions on regional focus. The fund is flexible in its approach and can invest in various types of securities, including stocks, fixed or variable income securities, certificates, and options.

Fund Exposure

The fund has the flexibility to invest in a diverse range of asset classes, including equities, fixed income securities, and derivatives. The fund is actively managed without reference to a benchmark, allowing the fund manager to select individual instruments and strategies to generate returns from capital gains, dividends, and interest payments.

Risks

Investors should be aware that this fund may utilize hedging strategies to mitigate risks such as price, interest rate, and currency risks. Additionally, the fund may use leverage strategies to potentially exceed 100% participation in market movements. As with any investment, there are inherent risks involved, and investors should carefully consider their risk tolerance before investing in this fund.

Content summarized by AI chatbot
Source

https://www.consorsbank.de/web/Wertpapier/Fonds/Smart_InveSt___Global_Equity___S_Eur_diS-LU1431870473

Tags:

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

smart-invest - Global Equity B
smart-invest - Global Equity B smart-invest - Global Equity B Valor: 2558606
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.58%EUR 39.96
smart-invest - Global Equity R
smart-invest - Global Equity R smart-invest - Global Equity R Valor: 11215981
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.65%EUR 125.75
smart-invest - Global Equity S
smart-invest - Global Equity S smart-invest - Global Equity S Valor: 32836407
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.64%EUR 161.60