W.P. Stewart Holdings Fund USD header image

W.P. Stewart Holdings Fund USD

WPSH

Fund

ISIN LU0237485098 / Valor 2612419

NAV (2025-11-21)
USD 877.65+1.41%

W.P. Stewart Holdings Fund USD
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The W.P. Stewart Holdings Fund seeks to grow capital by investing primarily in high-quality U.S. growth companies listed on major exchanges like the New York Stock Exchange and NASDAQ. It carefully selects a limited number of stocks that are expected to deliver consistent and predictable earnings growth, regardless of economic conditions. By focusing on businesses with stable performance, the fund may exclude or reduce its exposure to sectors that are highly sensitive to economic fluctuations, aiming to achieve long-term growth through a well-curated portfolio of resilient companies.

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Tags:
us equities s&p 500 growth companies

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OTHER SHARE CLASSES OF THIS FUND

W.P. Stewart Holdings Fund EUR
W.P. Stewart Holdings Fund EUR W.P. Stewart Holdings Fund EUR Valor: 2621165
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Annual Return

-50%0%+50%

Risk level

110
1.48%EUR 742.69