SURA Investment Management strengthens and complements its international operation, by facilitating access for international clients through our SICAV listed in Luxembourg

US Equity USD 

General Information

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.