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CM Schroder QEP Factsheet.pdf

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Preview of CM Schroder QEP Factsheet
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Summary

77.1% US Equities, 5.9% Other, 5.1% Japanese Equities, 2.5% Canadian Equities, 2.5% German Equities, 1.9% French Equities, 1.5% UK Equities, 1.3% Dutch Equities, 1.1% Italian Equities, 1.1% Spanish Equities. Fund aim: capital growth. Top holdings: APPLE INC 4.9%, NVIDIA CORP 4.1%, MICROSOFT CORP 4.0%, AMAZON.COM INC 3.1%, ALPHABET INC 3.1%. Past performance: 21.4% (31/12/2023-31/12/2024), 15.6% (31/12/2022-31/12/2023), -6.6% (31/12/2021-31/12/2022). Cumulative performance: -4.5% (31/01/2025-28/02/2025), -0.3% (30/11/2024-28/02/2025), 13.8% (29/02/2024-28/02/2025).

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77.1% US Equities, 5.9% Other, 5.1% Japanese Equities, 2.5% Canadian Equities, 2.5% German Equities, 1.9% French Equities, 1.5% UK Equities, 1.3% Dutch...

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  • File Format: PDF
  • File Size: 357 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 69
  • Last Updated: 2 weeks ago

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