EQUITY
Symbol
INGNAUX LX
ISIN
LU0113305253
Morningstar Rating
Overview
Objective
The fund invests primarily in companies, established, listed or traded in the United States of America. The aim is to design a portfolio that maximizes the return and controls risk. The fund uses active management through a combination of model-based strategies and fundamental investment research to determine whether an investment is attractive, with stock and sector deviation limits maintained relative to the benchmark. Its stock-level composition can therefore materially deviate from the benchmark. Measured over a period of several years we aim to beat the performance of the benchmark S&P 500 (Net). The benchmark is a broad representation of our investment universe. The fund may also include investments into securities that are not part of the benchmark universe. You can sell your participation in this fund on each (working) day on which the value of the units is calculated, which for this fund occurs daily. The fund does not aim to provide you with a dividend. It will reinvest all earnings.
Fund Data
Performance
Allocations
Management Team
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