Anlageziel

The open-ended investment fund’s (SICAV) portfolio is between 90 and 100% exposed to stocks on the regulated markets in the US. It is more than 50% invested in securities in listed US companies of all capitalisations. The fund’s management is particularly interested in stocks with low valuations, which offer very good long-term growth prospects. The SICAV does not have a benchmark, so to speak, and uses the S&P 500 TR for comparison. Financial management is delegated to Rothschild & Co Asset Management and sub-delegated to Baron Asset Management Company (BAMCO).