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BL American Small + Mid Caps

Equity funds

Data as of 07/12/2022

Risk level

LowHigh
Recommended investment horizon : > 10 years

Performance

Average annual performance since launch 11,63 %

Performance as at 07/12/2022

FUNDS
201927,09 %
202026,28 %
202122,20 %
Since 01/01/2022-16,92 %
Over the last 12 months-14,69 %
Over 3 years29,68 %
Since launch117,55 %

Strategy

Investment objective and policy

The objective of the fund is to generate long-term capital gains by investing primarily in quality American small and mid-cap companies that have a sustainable competitive advantage. Companies with a market capitalisation of less than $25 billion are considered for investment. The fund aims to generate higher risk-adjusted returns than its benchmark universe over a full market cycle. The fund manager implements an active strategy based on solid convictions.

General information

Net Asset Value 
Calculated Every business day
NAV class B capitalisation shares (07/12/2022)218,22 USD
CODESISIN capitalisation code : LU1305478775
WKN capitalisation code : A1421A
Net assets (million)655,50 USD
Launch date13/11/2015