Zwitserleven Amerika Aandelenfonds

Objective

The fund aims to achieve the most favorable possible return for its participants, primarily consisting of long-term capital growth from a diversified portfolio of publicly traded equities of North American companies. The fund’s investment policy is focused on achieving a return at least equal to that of the MSCI North America Index Net EUR (the benchmark).

Fund data

  • ISIN
    NL0000291136
  • NAV
    €90.95
  • Trading rate
    €90.99
  • Date
    03-07-2025
  • Morningstar
    Morningstar not available
  • SFDR
    SFDR 8
  • Category
    Equities
  • Currency hedging
    Non-hedged
  • Regime
    AIFMD
  • Region
    North America

Investment Policy

The fund promotes environmental and social characteristics, as intended in Article 8 of the Sustainable Finance Disclosure Regulation (SFDR). The fund invests in a diversified portfolio of equities and equity-related products. An active investment policy is pursued to take advantage of expected market developments.

Extra information

Sustainability related information

As a fund manager, Cardano has a ‘Principal Adverse Impact Statement‘. Indicators of adverse sustainability impacts applicable at the product level are included for each fund in the sustainability-related information, as well as in the pre-contractual sustainability information annexed to the prospectus. Scores on these indicators are included for each fund in the periodic sustainability information, which is annexed to the fund’s annual report. Therefore, Cardano does not publish a ‘Principal Adverse Impact Statement’ at the product level, i.e., for each fund.

Zwitserleven Amerika Aandelenfonds is a sub-fund of Zwitserleven Beleggingsfondsen. The manager of Zwitserleven Amerika Aandelenfonds is Cardano Asset Management N.V. (formerly ACTIAM N.V.). Cardano and the fund are registered with the AFM (Dutch Authority for the Financial Markets). A prospectus and Key Information Document are available for this sub-fund. The information displayed on this webpage should not be considered as investment advice.