Võrdle fonde

The investment objective of the Fund is to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the MSCI USA Sector Neutral Quality Index, the Fund’s benchmark index. The Fund is passively managed and aims to invest in stocks that, as far as possible and practicable, make up the Benchmark Index. The Index reflects the performance characteristics of a subset of stocks within the MSCI USA Index selected for their high quality. Constituents are selected based on three equally weighted indicators: a high percentage of company earnings allocated to shareholders, low levels of debt, and low variability of year-on-year company earnings. The Index includes constraints on exposure to specific economic sectors to limit significant deviations from the MSCI USA Index. The Parent Index measures the performance of large- and mid-capitalisation stocks in the US.

Fondi investeerimiseesmärk on püüda pakkuda investoritele kogutootlust, võttes arvesse nii kapitali kui ka tulu tootlust, mis peegeldab MSCI USA Sector Neutral Quality Indexi tootlust. Indeksi eesmärk on kajastada MSCI USA indeksis sisalduvate väärtpaberite alamhulga, mis on valitud nende kõrge kvaliteedifaktori alusel, tulemuslikkuse omadusi.