Zurück geht es hier Grüezi! Sie wurden auf finanzen.ch, unser Portal für Schweizer Anleger, weitergeleitet.  Zurück geht es hier.

SUMUS - Strategic Fund Class All USD cap shares Fonds

USD
USD
%

Valor 39142245

ISIN LU1498485090


Anlageziel SUMUS - Strategic Fund Class All USD cap shares Fonds

This Sub-Fund established for an unspecified period has the goal of achieving the growth of its Net Asset Value over a medium term period, in accordance with the principle of risk spreading. The long-term return target is €STR + 250 bps per year. The main source of the return will result from the asset allocation decisions. The global approach of the Sub-Fund is to be flexible, i. e. that the Investment Manager will actively manage the Sub-Fund without reference to a benchmark and will principally and dynamically allocate asset classes in a portfolio composed of: equities, bonds and convertible bonds (with a maximum of 30% in non-investment grade bonds and convertible bonds), money market instruments, cash and cash equivalents.

Stammdaten

Valor 39142245
ISIN LU1498485090
Fondsgesellschaft Sumus Capital
Kategorie Mischfonds USD flexibel
Währung USD
Mindestanlage 0.00
VL-fähig? Nein
Thesaurierend/Ausschüttend Thesaurierend
Fondsmanager Luca Parmeggiani, Andrea Zuccheri, Matteo Anrò

Aktuelle Daten

Fondsnote
Aktueller Rücknahmepreis 1’447.99
Fondsvolumen 42’131’824.80USD
Total Expense Ratio (TER) 3.40%

Gebühren

Verwaltungsgebühr -
Depotbankgebühr -
Rücknahmegebühr 0.00 %
Ausgabeaufschlag 0.00 %