UBAM - Bell US Equity UHC EUR Cap
ISIN LU1704638110 / Valor 38551920
UBAM - Bell US Equity UHC EUR Cap
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General Objective
The fund seeks to grow capital and generate income primarily by investing in growth-oriented US equities. It is actively managed and concentrated, investing mainly in securities denominated in US Dollars. The Fund invests at least 80% of its net assets in US companies with market capitalization greater than USD 1 billion.
Fund Exposure
The fund is exposed to US equities, with a focus on growth-oriented companies. It invests in sectors such as Information Technology, Consumer Discretionary, and Health Care, with top holdings including Microsoft Corp, Alphabet Inc, and Amazon.com Inc. The fund is heavily weighted towards large-cap companies (> USD 10 billion).
Risks
Some of the risks associated with this fund include counterparty risk and liquidity risk.
Source
https://www.ubp.com/en/asset-management/funds/lu1704633400
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