UBAM - Bell global SMID Cap Equity APC USD header image

UBAM - Bell global SMID Cap Equity APC USD

Fund

ISIN LU2256764452 / Valor 58664558

NAV (2025-11-17)
USD 108.03-1.60%

UBAM - Bell global SMID Cap Equity APC USD
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UBAM Bell Global SMID Cap Equity is an actively managed fund that invests in large, medium, and small-cap companies worldwide with a minimum market capitalization of $1 billion. The portfolio focuses on quality businesses in sectors like Communication Services, Consumer Discretionary and Staples, Health Care, Industrials, Information Technology, and Materials. Selection criteria include strong management, consistent profitability, robust franchises, financial strength, favorable business drivers, and high environmental, social, and governance (ESG) standards. The fund aims for capital growth over three to five years by concentrating its investments in companies with solid fundamental attributes and potential for significant gains.

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Tags:
global equities quality companies msci world smid cap

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OTHER SHARE CLASSES OF THIS FUND

UBAM - Bell global SMID Cap Equity I+C USD
UBAM - Bell global SMID Cap Equity I+C USD UBAM - Bell global SMID Cap Equity I+C USD Valor: 11696903
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Annual Return

-50%0%+50%

Risk level

110
-1.61%USD 112.55
UBAM - Bell global SMID Cap Equity IPC USD
UBAM - Bell global SMID Cap Equity IPC USD UBAM - Bell global SMID Cap Equity IPC USD Valor: 58664610
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Annual Return

-50%0%+50%

Risk level

110
-1.60%USD 110.97
UBAM - Bell global SMID Cap Equity AC USD
UBAM - Bell global SMID Cap Equity AC USD UBAM - Bell global SMID Cap Equity AC USD Valor: 58664538
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Annual Return

-50%0%+50%

Risk level

110
-1.61%USD 105.64
UBAM - Bell global SMID Cap Equity AC CHF
UBAM - Bell global SMID Cap Equity AC CHF UBAM - Bell global SMID Cap Equity AC CHF Valor: 58664540
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Annual Return

-50%0%+50%

Risk level

110
-1.36%CHF 93.04
UBAM - Bell global SMID Cap Equity IC USD
UBAM - Bell global SMID Cap Equity IC USD UBAM - Bell global SMID Cap Equity IC USD Valor: 58664582
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Annual Return

-50%0%+50%

Risk level

110
-1.61%USD 109.41
UBAM - Bell global SMID Cap Equity AHC EUR
UBAM - Bell global SMID Cap Equity AHC EUR UBAM - Bell global SMID Cap Equity AHC EUR Valor: 11000442
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Annual Return

-50%0%+50%

Risk level

110
-1.54%EUR 101.10
UBAM - Bell global SMID Cap Equity UC USD
UBAM - Bell global SMID Cap Equity UC USD UBAM - Bell global SMID Cap Equity UC USD Valor: 58664636
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Annual Return

-50%0%+50%

Risk level

110
-1.61%USD 108.18
UBAM - Bell global SMID Cap Equity AHC CHF
UBAM - Bell global SMID Cap Equity AHC CHF UBAM - Bell global SMID Cap Equity AHC CHF Valor: 11000441
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Annual Return

-50%0%+50%

Risk level

110
-1.56%CHF 93.33
UBAM - Bell global SMID Cap Equity Y1C USD
UBAM - Bell global SMID Cap Equity Y1C USD UBAM - Bell global SMID Cap Equity Y1C USD
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Annual Return

-50%0%+50%

Risk level

110
-1.61%USD 104.64
UBAM - Bell global SMID Cap Equity IHC EUR
UBAM - Bell global SMID Cap Equity IHC EUR UBAM - Bell global SMID Cap Equity IHC EUR Valor: 11000680
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Annual Return

-50%0%+50%

Risk level

110
-1.54%EUR 104.71