UBAM - Bell US Equity ID USD Dis header image

UBAM - Bell US Equity ID USD Dis

Fund

ISIN LU1704635876 / Valor 38551899

NAV (2025-03-24)
USD 189.77+1.53%

UBAM - Bell US Equity ID USD Dis
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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.

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Tags:
us equities s&p 500 growth oriented

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