Fund Details

FU Fonds - Multi Asset Fonds P Dis

ISIN
LU0368998240
Provider
Hauck & Aufhaeuser Fund Services SA
Close Price
€346.36 *
Lipper Rating
54321
ESG Score

* Data as of 29 July 2026

Performance

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Totalp.a.
YTD+18.01%
1 Year+22.98%+22.98%
3 Years+51.22%+14.75%
5 Years+32.15%+5.73%
10 Years+119.26%+8.16%

Past performance is not a reliable indicator of future results. The value of an investment and the income from it can fall as well as rise.

Key Facts

Asset ClassMixed Assets
Holdings ClassificationMixed Assets Global Large-Cap Growth
Geographical FocusGlobal
Fund Size€130,391,611
Total Expense Ratio2.30%
CurrencyEUR
DomicileLU
ManagementstyleActive
SFDR ArticleArticle 6

Available in

VWL-Förderkonzept für Bundeswehrangehörigebest value rentvalue invest VWLvalue rent business UK

Country Exposure

Germany
32.0%
United States
27.8%
Italy
8.6%
France
8.6%
Netherlands
3.8%
Other
19.2%

Description

The objective of the fund is to achieve absolute value growth through active, fundamentally oriented fund management. The fund invests at least 60 % in equities and equity-like investments, such as equity funds or certificates on equities. The proportion is adjusted according to the assessment of th...

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