Digital Funds Stars US Equities USD AccRegístrese para Ver el Rating |
Cómo se ha comportado este fondo | 29/02/2024 |
Crecimiento de 1.000 (EUR) | Gráfico Avanzado |
Fondo | 13,6 | 48,4 | -22,2 | 11,9 | 8,7 | |
+/-Cat | 3,7 | 20,9 | -5,2 | -4,1 | 2,4 | |
+/-Ind | - | 13,7 | -7,6 | -9,4 | 0,0 | |
Categoría: RV USA Cap. Flexible | ||||||
Benchmark de la Categoría: Morningstar US Market Ext N... |
Estadística Rápida | ||
VL 27/03/2024 | USD 183,95 | |
Cambio del día | 0,85% | |
Categoría Morningstar™ | RV USA Cap. Flexible | |
ISIN | LU1651323435 | |
Patrimonio (Mil) 26/03/2024 | USD 5,12 | |
Patrimonio Clase (Mil) 26/03/2024 | USD 1,07 | |
Comisión Máx. Suscripción | 5,00% | |
Gastos Corrientes 28/01/2024 | 1,77% |
Objetivo de inversión: Digital Funds Stars US Equities USD Acc |
The objective of the fund is to achieve long-term appreciation of its capital and to outperform the broad US markets, through the use of a sophisticated quantitative model aiming to identify the “stars” performers. The Sub-Fund will invest in equities from the United States of America. The universe consists currently of approximately 3000 listed equities covered by the research of at least one analyst. For safety reasons, the Sub-Fund will currently be interested only in approximately 2400 equities followed by at least 3 analysts and whose market capitalization exceeds USD 100,000,000. Such list will be updated at least on a quarterly basis to take into consideration recently-listed stocks as well as any change in company coverage intensity or capitalization. |
Returns | |||||||||||||
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Gestión | ||
Nombre del gestor Fecha Inicio | ||
Aymar de Léotoing 16/10/2017 | ||
Alexandre Morlot 01/10/2023 | ||
Creación del fondo 16/10/2017 |
Anuncio publicitario |
Benchmark de la Categoría | |
Benchmark de fondos | Benchmark Morningstar |
MSCI USA NR EUR | Morningstar US Market Ext NR USD |
Target Market | ||||||||||||||||||||
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Qué posee el fondo Digital Funds Stars US Equities USD Acc | 29/02/2024 |
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5 mayores posic. | Sector | % |
e.l.f. Beauty Inc | Consumo Defensivo | 3,47 |
Spmic Emin F 0324 | 2,04 | |
Modine Manufacturing Co | Consumo Cíclico | 1,93 |
Vertiv Holdings Co Class A | Industria | 1,92 |
Archrock Inc | Energía | 1,70 |
Incremento Reducción Nuevo desde la anterior cartera | ||
Digital Funds Stars US Equities USD Acc |