Investment Objective

UI I-ValuFocus is an open-end fund incorporated in Luxembourg (Bloomberg ticker: UIUIVEU LX Equity). The objective is to outperform the MSCI World Net Total Return (USD Bloomberg ticker: M1WO Index) by investing in a diversified portfolio of global stocks (excluding emerging markets) selected through a proprietary research methodology. It seeks to generate capital appreciation over the long-term.

 

Latest Quarterly Commentary

Quarterly Review

Date published

31st March 2021

 

Key Info

Termsheet

Factsheet

Date published

10th March 2021

Latest

 

Date published

10th March 2021

12th February 2021

12th February 2021

12th February 2021

30th June 2020

Not yet available

 

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