Stock Small Caps

Equity fund focused on companies with a lower market capitalization, the so-called "small caps", traded on developed equity markets.

 
Performance goal and investment strategy
An equity fund intended mainly for dynamic investors with a long-term investment horizon. The aim of the investment strategy is to provide investors a long-term return by investments in a concentrated portfolio of stocks issued by companies with lower market capitalisation (so-called small caps) listed on developed stock markets of Europe and North America. The objective is achieved by an active selection of individual stocks for a long-term return (so-called “stock picking“). The fund’s portfolio usually represents at least forty different investment cases with approximately the same weight. One investment case usually means an investment in one selected stock and in some cases in more stocks. Given the significant representation of stocks in the portfolio and high concentration of the portfolio, the value of the investment may show high short-term volatility. In view of the investment strategy, the fund is suitable for regular investment and of being part of the equity component of the investment portfolio.
 
Performance (2024/03/21)
Period
YTD
6m
1Y
(% p a)
3Y
(% p a)
5Y
(% p a)
10Y
(% p a)
since inc.
(% p a)
Perf 4.70 14.01 15.46 2.63 7.38 - 9.59
Annual performance in % (2024/03/21)
Period 2019 2020 2021 2022 2023
Perf 25.56 15.46 18.10 -19.29 16.51
Minimum & maximum performance in % p.a. (2024/03/21)
1Y
92.32
-30.95
3Y
20.36
0.02
5Y
11.30
4.26
 
 
Disclaimer
The full names of the open-ended mutual funds and complete product information are provided in the statutes (prospectuses) of the funds. The information stated herein is of the nature of a promotional message. The information stated in this message is not an investment recommendation or investment advice since it does not take into account the specific situation of specific investors. The value of the financial instruments may rise and fall, while there is no guarantee of a return on the originally invested amount. Past performance is no guarantee of the same performance in a future period. A visitor to this website may be outside the target market of the financial instruments stated herein. We recommend that you consult your specific investment plan with an expert advisor who will verify that the planned investment will be commensurate with your knowledge and experience, that it will be in accordance with your needs, characteristics and goals, financial circumstances or relation to risk, and will familiarise you with all possible risks of a specific investment opportunity.