Davy Fundamental Eqs Foundation D Acc |
| Performance History | 31/10/2017 |
| Growth of 1,000 (EUR) |
 | Fund | - | - | - | - | 4.4 |
| +/-Cat | - | - | - | - | -3.5 |
| +/-Idx | - | - | - | - | -2.6 |
| Category: Global Large-Cap Blend Equity | ||||||
| Benchmarks: MSCI World NR USD | ||||||
| Key Stats | ||
| NAV 01/11/2017 | EUR 117.24 | |
| Day Change | 2.71% | |
| Morningstar Category™ | Global Large-Cap Blend Equity | |
| ISIN | IE00BD3V3N47 | |
| Fund Size (Mil) - | - | |
| Share Class Size (Mil) 01/11/2017 | EUR 9.42 | |
| Max Initial Charge | - | |
| Ongoing Charge - | -% | |
| Investment Objective: Davy Fundamental Eqs Foundation D Acc |
| The investment objective of the Fund is to achieve long term capital growth by predominantly taking positions in a variety of CIS that target particular strategies that are based upon fundamental analysis. The Fund intends to achieve its investment objective by primarily investing in a diversified portfolio of authorised open-ended UCITS and/or exchange traded funds ("ETFs") and alternative investment funds (which may include ETFs) (together "CIS"). Such CIS will be selected based on fundamental analysis i.e. metrics that measure volatily (e.g. standard deviations of returns), relative value (e.g. price to earnings ratios) and growth (e.g. return on equity) and price momentum (e.g. rate of acceleration of a security’s price). |
| Returns | |||||||||||||
|
| Management | ||
Manager Name Start Date | ||
- - | ||
Inception Date 08/09/2016 | ||
| Advertisement |
| Benchmarks | |
| Fund Benchmark | Morningstar Benchmark |
| Not Benchmarked | MSCI World NR USD |
| Portfolio Profile for Davy Fundamental Eqs Foundation D Acc | - |
| |||||||||||||||||||||||||||||||||||
| |||||||||
| Top 5 Holdings | Sector | % |
| No Data Available | ||
 | ||
 Increase  Decrease  New since last portfolio | ||
| Davy Fundamental Eqs Foundation D Acc | ||
