SURA Investment Management strengthens and complements its international operation, by facilitating access for international clients through our SICAV listed in Luxembourg
Equity Global USD
General Information
The objective of the Sub-Fund AM SURA – Equity Global 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 Developed Markets equity 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 Markets equity securities. 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 underlying issuers 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 70% 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 Developed Markets, and 0% up to 30% in underlying assets that have domiciled and/or market risk and/or that derive more than 60% of their revenues from their operations in emerging markets. 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.
