Alatus UCITS Inflection Long Only I EURRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 12.6 | 20.1 | -16.6 | 18.2 | 4.7 | |
+/-Cat | 8.2 | 4.8 | -8.3 | 6.6 | 2.5 | |
+/-B’mrk | 10.0 | 2.5 | -12.1 | 5.0 | 2.4 | |
Category: Europe Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar DM Eur TME NR EUR |
Key Stats | ||
NAV 20/03/2024 | EUR 214.62 | |
Day Change | -0.76% | |
Morningstar Category™ | Europe Large-Cap Blend Equity | |
ISIN | LU1063489360 | |
Fund Size (Mil) 20/03/2024 | EUR 352.47 | |
Share Class Size (Mil) 20/03/2024 | EUR 218.12 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 19/02/2024 | 1.70% |
Investment Objective: Alatus UCITS Inflection Long Only I EUR |
The investment objective of the Sub-fund is to provide its investors with returns superior to the equity index STOXX Europe 600 (the Benchmark) by investing primarily in the publicly traded equities of companies worldwide with a special focus in Europe. There can be no assurance that the investment objective will be achieved and investment result may vary over time. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 30/04/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
STOXX Europe 600 NR EUR | Morningstar DM Eur TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Alatus UCITS Inflection Long Only I EUR | - |
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Top 5 Holdings | Sector | % |
No Data Available | ||
Increase Decrease New since last portfolio | ||
Alatus UCITS Inflection Long Only I EUR |