THEAM Quant - Equity US Guru C EUR H Capitalisation
ISIN LU1049889030 / Valor 25653629
THEAM Quant - Equity US Guru C EUR H Capitalisation
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General Objective
The fund aims to achieve long-term capital growth by investing primarily in a diversified portfolio of equity securities of US companies.
Fund Exposure
The fund is primarily exposed to the technology sector, with a significant allocation to consumer discretionary, financials, industrials, and healthcare sectors. It invests in a concentrated portfolio of 54 holdings, with a focus on US-based companies.
Risks
The fund carries a medium-high risk classification, with a volatility of 19.57 and an information ratio of -0.09 over the past 3 years. Additional risks include counterparty risk in OTC transactions and potential fluctuations in net asset value due to market conditions. Investors should be aware that there is no protection from future market performance, and they could potentially lose some or all of their investment.
Source
https://www.consorsbank.de/web/Wertpapier/Fonds/Theam_Quant_Equity_Us_Guru___C_Usd_aCC-LU1049889030
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