US Opportunities

US Opportunities aims for long-term growth by primarily investing in stocks and similar securities of small to medium-sized U.S. companies, which make up at least 51% of its portfolio. Additionally, the fund diversifies its investments with closed real estate investment trusts (REITs), various bonds, shares in other investment funds, and certificates linked to financial indices, stocks, interest rates, and currencies. Up to 10% of the assets are allocated to investment fund shares, and the fund may also include liquid assets and convertible bonds. Derivative instruments are used to help manage risks and enhance potential returns, ensuring a well-rounded and diversified investment strategy focused on opportunities in the United States.