Denna fond är utsedd till månadens raket i december 2011. Månadens raket blir den aktiefond som uppvisat den bästa utvecklingen under den aktuella månaden. Månadens raket bygger enbart på historisk utveckling och är ingen köprekommendation från våra rådgivare.
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The US Value Equity Fund´s investment objective is to provide reasonable long-term capital growth, measured in US Dollars. Investments will be sought in equity securities that the Company believes to be undervalued relative to the stock market in general at the time of purchase. The Fund will invest primarily in the common or preferred stocks of companies which are located in the US. A company will be considered located in the US if (i) it is organised under the laws of the US and has its principal office in the US or (ii) it derives 50% or more of its revenues from businesses in the US. The Fund may also invest, on an ancillary basis, in the equity securities of companies traded principally on US stock exchanges, convertible debt securities, US Government securities (securities issued or guaranteed as to principal and interest by the US Government or its agencies and instrumentalities) and investment grade corporate debt securities. Furthermore, the Fund may, in accordance with the investment restrictions provided for in Appendix A of the Prospectus, invest on an ancillary basis in money market instruments when, in the opinion of the Investment Adviser, the projected total return on such securities is equal to or greater than the expected total return on equity securities or when such holdings might be expected to reduce the volatility of the portfolio (for the purposes of this provision, the term “total return” means the difference between the cost of a security and the aggregate of its market value and income earned).
Utveckling 2012