UBAM - Bell Global SMID Cap Equity AHC SEK/  LU2301156134  /

The Fund seeks to grow capital and generate income primarily by investing in worldwide equities or equivalent. The Fund is actively managed, investing mainly medium and small capitalisation. The minimum market capitalization at the time of acquisition will be USD 1 billion or equivalent in another currency. This Fund seeks to focus on securities issued by Quality companies that are attractive in terms of their fundamental attributes and potential capital gains over 3 to 5 years and will privilege companies from the Communication Services, Consumer Discretionary, Consumer Staples, Healthcare, Industrials, Information Technology and Materials. The Investment Manager defines Quality companies as companies with an optimal mix of six key factors: high quality management, consistent profitability, strong franchises, financial strength, favourable business drivers and strong Environmental, Social and Governance (ESG) characteristics.

The Fund seeks to grow capital and generate income primarily by investing in worldwide equities or equivalent.