Smead US Value UCITS Fund - Y USD Acc
UMushroom community rating:
0.00
0 votes
No rating yet
NegativeNeutralPositive
General Objective
The objective of the Fund is to provide investors with long-term capital appreciation through investment primarily in U.S. equity securities.
Fund Exposure
To achieve its investment objective, the Fund will invest in U.S. securities issued by approximately 25-30 listed companies, typically in the common stocks of large capitalization (”large-cap”) U.S. companies with capitalizations exceeding $5 billion.
Risks
Investors should be aware that the Fund is intended for those seeking capital appreciation through U.S. equity securities, and individual risk tolerance levels and investment time horizons may vary. It is recommended to consult with a Financial Intermediary for advice regarding risk tolerance and investment horizons before investing in the Fund.
Content summarized by AI chatbot
Source
https://smeadcap.com/smead-us-value-ucits-fund/
Tags:
s&p 500large capu s equity
Ratings & reviews
0.00
0 votes
Performance:
0.00
Innovation:
0.00
Society:
0.00
Nature:
0.00
OTHER SHARE CLASSES OF THIS FUND
Smead US Value UCITS Fund - I EUR Acc
Smead US Value UCITS Fund - I EUR Acc
Smead US Value UCITS Fund - I EUR Acc
Valor: 22910333
Annual Return
-50%0%+50%
Risk level
110
0.26%EUR 726.73
Smead US Value UCITS Fund - R USD Acc
Smead US Value UCITS Fund - R USD Acc
Smead US Value UCITS Fund - R USD Acc
Valor: 58704644
Annual Return
-50%0%+50%
Risk level
110
0.19%USD 417.93
Smead US Value UCITS Fund - I GBP Inc
Smead US Value UCITS Fund - I GBP Inc
Smead US Value UCITS Fund - I GBP Inc
Valor: 32429013
Annual Return
-50%0%+50%
Risk level
110
0.37%GBP 897.95
Smead US Value UCITS Fund - I USD Acc
Smead US Value UCITS Fund - I USD Acc
Smead US Value UCITS Fund - I USD Acc
Valor: 22910318
Annual Return
-50%0%+50%
Risk level
110
0.19%USD 755.25
Smead US Value UCITS Fund - M USD Acc
Smead US Value UCITS Fund - M USD Acc
Smead US Value UCITS Fund - M USD Acc
Valor: 33014562
Annual Return
-50%0%+50%
Risk level
110
-2.26%USD 716.98
Smead US Value UCITS Fund R GBP Acc
Smead US Value UCITS Fund R GBP Acc
Smead US Value UCITS Fund R GBP Acc
Valor: 11387699
Annual Return
-50%0%+50%
Risk level
110
0.37%GBP 350.28
Smead US Value UCITS Fund - I GBP Acc
Smead US Value UCITS Fund - I GBP Acc
Smead US Value UCITS Fund - I GBP Acc
Valor: 22910327
Annual Return
-50%0%+50%
Risk level
110
0.37%GBP 960.50
Smead US Value UCITS Fund - Y GBP Acc
Smead US Value UCITS Fund - Y GBP Acc
Smead US Value UCITS Fund - Y GBP Acc