PRIMARILY INVESTS IN
  • Equities in US companies
INVESTMENT HORIZON
  • Long-term (over 5 years)
CURRENCY
€ or $
CATEGORY
  • Equity Funds
DISTRIBUTION
BY REGION / SECTOR
  • America
PRIMARILY INVESTS IN
  • Equities in US companies
INVESTMENT HORIZON
  • Long-term (over 5 years)
CURRENCY
€ or $
CATEGORY
  • Equity Funds
DISTRIBUTION
BY REGION / SECTOR
  • America

Features

Where it invests:

The US Core Equity Portfolio is a mutual fund that invests in a diversified portfolio of equities from companies listed on US stock exchanges. The fund is valued in USD. Return is benchmarked against the performance of the S&P 500 index. The fund’s investment goal is to achieve capital gains over the long term.


Who is it for:

Investors with a long-term investment horizon of over 5 years, looking to place their money in equities from top US companies, while at the same time safeguarding their capital from exchange rate risk by capitalising on the strength of the US dollar.


Note:

This fund is also available in Euro as US Core Equity Portfolio (Share Class Euro), with the same portfolio structure.

MUTUAL FUNDS & UNITS IN COLLECTIVE INVESTMENT SCHEMES HAVE NO GUARANTEED RETURN & PAST RETURNS DO NOT GUARANTEE FUTURE ONES