UBAM - Bell US Equity AHC CHF Cap

UBAM - Bell US Equity is an actively managed fund that focuses on growth-oriented U.S. stocks, primarily holding large-cap companies with market values over $1 billion. The portfolio is concentrated, dedicating at least 80% of its assets to these substantial U.S. firms. Additionally, up to 20% of the investments may include large non-U.S. companies, each with a market capitalization of at least $5 billion and significant business operations in the United States. This strategic allocation aims to grow capital and generate income by targeting leading companies in the U.S. market.