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Priviledge - Wellscap Us Selective Equity (usd) Na (0P000152YN)

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PrivilEdge WellsCap US Selective Equity (USD) NA historical data, for real-time data please try another search
7.011 -0.370    -5.07%
19/03 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  Luxembourg
Issuer:  Lombard Odier Funds (Europe) SA
ISIN:  LU1138724973 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 26.81M
PrivilEdge WellsCap US Selective Equity (USD) NA 7.011 -0.370 -5.07%

Priviledge - Wellscap Us Selective Equity (usd) Na Overview

 
On this page you'll find an in-depth profile of Priviledge - Wellscap Us Selective Equity (usd) Na. Learn about the key management, total assets, investment strategy and contact information of 0P000152YN among other information.
Category

US Large-Cap Blend Equity

Total Assets

26.81M

Expenses

1.30%

Inception Date

Dec 10, 2014

Investment Strategy

A Sub-Fund invested, at least 75% of its portfolio, in equity securities issued by companies incorporated or exercising a prominent part of their business activities in the United States of America. Up to 25% of the portfolio may be invested in other equity and equity-related securities. It is the intention of the Investment Manager to select securities that have favourable price to value characteristics based on the Investment Manager’s assessment using a fundamental, bottom-up research process. Discretion will be used with the selection of sectors, markets (including Emerging Markets), currencies and market capitalisation.

Contact Information

Address 291, route d’Arlon
Luxembourg, L-1150
Luxembourg
Phone 00352 27 78 5000

Top Executives

Name Title Since Until
Not Disclosed - 1900 Now
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