SURA Investment Management strengthens and complements its international operation, by facilitating access for international clients through our SICAV listed in Luxembourg
Equity Global Dynamic USD
General Information
The objective of the Sub-Fund AM SURA – Equity Global Dynamic USD is to achieve capital appreciation on a medium and long-term basis through an active and diversified strategy based on investments in global equities and related 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 developed and emerging equity markets. 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 of the countries 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. As such, the Sub-Fund will qualify as a fund of funds.
Benchmark
The Sub-Fund is actively managed in reference to the MSCI ACWI Net Total Return USD Index. The reason is to indicate that it is used for performance comparison purposes.
