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Alquity Alquity Africa Fund
Kategori Kurs Avkastning i år Risk Betyg
Tillväxtmarknadsfonder 79,43 USD 12,76 % Jämför Köp
 

Utveckling och avkastning

  • 12,76%
    i år
  • 0,60%
    1 vecka
  • 4,80%
    1 mån
  • 10,36%
    3 mån
  • 14,20 %
    6 mån
  • -6,40%
    1 år
  • 13,97%
    3 år
  • -5,77%
    5 år
  • -
    10 år
Jämför:

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Innehav och fördelning


 

Avgifter och handelsrutiner

 

Placeringsinriktning

The fund aims to achieve long-term capital appreciation for investors, by investing in African securities. Details of these are shown below under ‘Policy’. Investment Policy • The fund will invest at least 70% of its net assets in the shares of companies that are listed on the regulated African stock exchanges. • The fund may also invest in shares of companies listed on other regulated stock exchanges, which derive over 50% of their revenue or profit from the African continent. • Although the fund will invest mainly in shares of the companies referred to above, it may also invest in the same companies via fixed income investments such as bonds. • The fund may, on an ancillary basis, hold cash and equivalents, up to 100% of the fund value. • The fund may invest in money market instruments as set out in the prospectus. • Although permitted to do so, the fund will not, in practice, invest in financial derivatives. • The fund will not borrow to invest and nor will it engage in lending of securities or repurchase agreements. • Sector and country allocations are closely monitored, but the fund has flexibility in its investment strategy regarding sector and country allocations. As part of the risk management process, the fund will ensure exposure to a singlestock does not exceed 10% of the net assets of the fund. • The investment process of the fund encompasses the consideration of environmental, social and governance (ESG) factors. • The fund does not employ a benchmark.

Fondens startår: 2012-06-21 Fondens Bolag: Alquity FondStorlek: 2,87 milj EUR
 

Utveckling 2019

Topp 3 inom kategorin Tillväxtmarknadsfonder