SURA Investment Management strengthens and complements its international operation, by facilitating access for international clients through our SICAV listed in Luxembourg
US Equity USD
The objective of the Sub-Fund AM SURA – US Equity USD is to achieve capital appreciation on a medium and long-term basis through an active and diversified strategy based on investments related primarily to US equity market securities.
This Sub-Fund will invest most of its assets in ETFs and third-party mutual funds, which underlying assets have market risk primarily in United States of America. The underlying securities, to which the Sub-Fund is exposed, could experience periods of high volatility due to the nature of political and economic environment in which the companies have operations. The Sub-Fund will invest between 10% to 100% of its net assets in ETFs and between 0-90% of its net assets in third party mutual funds. Between 80% and 100% of the net assets of the Sub- Fund will be exposed to underlying securities that have domiciled and/or market risk and/or that derive more than 60% of their revenues from their operations in the United States of America. As such, the Sub-Fund will qualify as a fund of funds.
The Sub-Fund is actively managed in reference to the S&P 500 Net Total Return Index. The reason is to indicate that it is used for performance comparison purposes.