Sparinvest SICAV European Value EUR R

The fund aims to provide a positive return over the long term by using a value approach for stock selection. It invests at least 2/3 of its total net assets in developed European markets equity securities and/or equity-equivalent securities, and up to 1/3 of its total net assets in developed European markets convertible securities and/or warrants on transferable securities. Environmental, social, and governance characteristics of the invested companies are taken into consideration.

The fund is actively managed and references a benchmark for asset allocation, risk measurement, and comparative purposes. It invests in developed European markets and focuses on equity securities, with a sector breakdown that includes financials, healthcare, IT, and more. The fund's investment style is based on a value approach for stock selection.

Investors should be aware that the fund's performance may deviate significantly from the benchmark over time. Additionally, the fund may invest in instruments that are not constituents of the benchmark, leading to potential differences in performance. It is important to carefully review all relevant documentation, including annual/semi-annual reports, articles of association, and the Prospectus before making investment decisions.

https://www.sparinvest.no/fund-range/lu0264920413/