GIB AM European Focus Fund
NAV
As of 15.10.2024 122.24ISIN
IE000JDMSUV4Holdings
25-50SFDR Classification
Article 8Objective
The GIB AM European Fund Focus aims to outperform the European benchmark over the long term by identifying and investing in a group of companies that, in the manager’s view, drive the majority of stock market returns over any meaningful time horizon.
Central to this investment approach is a fundamental focus on corporate culture.
Highlights
Structure
Long-only Equity (UCITS)
Investee size
Large & Mid-cap
Region
Europe (including UK)
Characteristics
Share classes
Risks
The Main risks of the GIB AM European Focus Fund are Equity Risks, Efficient Portfolio Management Risk, Financial Markets and Regulatory Change. Sustainable Investment Risk, Investment Fund Risk, Volatility Risk, Concentration Risk, Depositary Risk, Emerging Market Risk
The risk information in this slide is intended to give an idea of the main risks associated with this fund. Any of these risks could negatively impact the value of the fund. Please refer to the Prospectus and PRIIPS KID available at www.gibam.com for further information on risks. This document provides you with key investor information about this Sub-Fund. It is not marketing material. The information is required by law to help you understand the nature and the risks of investing in this Sub-Fund. You are advised to read it so you can make an informed decision about whether to invest.
Performance
Source: Dimension, showing monthly returns. Returns data refers to Class I 2 USD (C) Non-Distributing only and is based on NAV net of fees. Class I 2 USD (C) of the Fund is reserved for institutional investors and is subject to an initial subscription of USD 500,000 or more (or the equivalent in another currency). The benchmark is the MSCI Europe Index. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Past performance is not indicative of future performance.
Inception date: 17.01.2023
- GIB AM European Focus Fund
- MSCI Europe Index (comparative only)
Our Assessment of Value Report is available upon request. Please email info@gibam.com for more details.
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