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BO FUND IV - Bordier US Select Equity USD Cap

Ranked 621 out of 866 in - US over 12 months
All calculations are in USD unless stated

Managed by

René Mozer

Objective

The sub-fund aims to achieve long-term capital growth by investing in shares listed on NYSE and NASDAQ. Fund will invest mainly in US Securities, but also non-US securities, with exposure to global markets, available on the stock exchanges through ADR and GDR.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 3.7% 3.5%
2016 9.1% 0.8% 2.2% 4.6% 1.2%
2015 -2.4% 0.0% -2.2% -6.2% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg

Fund Info

  • Launch date03/11/2014
  • Share Class size51Mn
  • Base currencyUSD
  • ISIN LU1124321834

Purchase Info

  • Min. initial investment1
  • Min. regular additional investment0

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).