風險考慮因素:
  1. 本基金以主動方式管理及主要投資於美國小型公司股票的廣泛多元化投資組合。
  2. 投資於本基金涉及風險,包括一般投資風險、股票市場風險、與預託證券相關的風險、地理集中風險、中小市值股票風險和剔除標準風險,並可能導致您損失部分或全部投資金額。
  3. 本基金可運用衍生工具作對沖及有效投資組合管理,因而涉及與衍生工具相關的風險。投資於衍生工具可能導致基金蒙受重大損失的風險。
  4. 本基金價值可以波動不定,並有可能大幅下跌。
  5. 投資者不應僅根據本[文件/網站]而投資於本基金 。

投資涉及風險。過往業績並非當前或將來的表現的可靠指標,亦不應作為選擇個別產品或策略的唯一考慮因素。

普徠仕(盧森堡)系列
美國小型公司股票基金
旨在透過其投資價值的增長,長遠而言提高其股份價值。
ISIN LU0133096635
基金單張
產品資料概要
SFDR 披露
2016年12月31日 - Ryan Burgess, 基金經理,
As evidenced by the strong performance of equity markets, investors have factored in a significant improvement for the prospects for corporate earnings in light of the U.S. election outcome. While we are sanguine about the opportunities that the implementation of a pro-growth agenda could have, we are also being measured and mindful of the implications for our portfolio.

概覽
策略
基金概要
"以主動方式管理及主要投資於美國小型公司股票的廣泛多元化投資組合。
表現(已扣除費用)

過往表現並非未來表現的可靠指標。

2016年12月31日 - Ryan Burgess, 基金經理,
Stock selection in information technology was the primary detractor of relative performance in December. Here, shares of Five9 were pressured following insider selling after a strong run since the market bottom in mid-February. In contrast, stock selection in financials was the leading contributor of relative returns. The sector was boosted by the election of Donald Trump, which led to expectations that regulations on banks will be loosened and interest rates will rise.
2016年12月31日 - Ryan Burgess, 基金經理,
We continue to invest in select companies across various industries, where we feel valuations may underestimate the sustainability of the company's growth or its turnaround potential. Presently, we are finding such opportunities in areas including gas utilities, metal and glass containers, oil and gas exploration and production, and regional banks.