UBAM - Bell global SMID Cap Equity UHD USD
ISIN LU2301158429 / Valor 11000437
UBAM - Bell global SMID Cap Equity UHD USD
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General Objective
The fund aims to grow capital and generate income primarily by investing in worldwide equities, focusing on quality companies with strong fundamental attributes and potential capital gains over 3 to 5 years.
Fund Exposure
The fund is actively managed and invests mainly in global large, medium, and small cap equities, with a focus on sectors such as Communication Services, Consumer discretionary, Consumer Staples, Health Care, Industrials, Information Technology, and Materials. The portfolio may deviate from the benchmark in terms of countries, sectors, issuers, and instruments to align with environmental and social characteristics or take advantage of specific opportunities.
Risks
The fund carries risks such as counterparty risk due to the use of over-the-counter derivatives, currency risk from investments in overseas markets, and ESG and sustainability risk that could impact investment value. Liquidity risk also exists, potentially affecting the Fund's returns. Investors should be aware that the value of their holdings could fall, and there is no guarantee of getting back the initial investment.
Source
https://www.ubp.com/en/asset-management/funds/lu2256766747
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