Funds to invest in small US companies
These funds invest in small and medium-sized companies that are listed on the US market or operate in the country. Our Investment Committee expects U.S. growth to be weak but positive, thanks to a strong labour market and continued consumption. They also have better valuations than the large tech giants, as their share prices rose less in 2023.1
ISIN: LU0171298648
Currency: EUR
Risk2: 5/7
It invests at least 70% of its total assets in the equity securities of mid-cap companies (with market capitalisations in the range of companies included in the Rusell Midcap Value Index) domiciled in, or exercising the predominant part of their economic activity in, the US.
ISIN: LU0975848937
Currency: EUR
Risk2: 4/7
It invests in us mid-cap companies (with a market capitalisation upwards of 750 million USD). Its bottom-up stock-selection process seeks to find undervalued stocks.
Check out other thematic funds that reflect current international trends.
Please note that any investment carries some level of risk, including the lack of return, loss of invested capital and/or the foreign exchange risk for non-euro denominated investment funds.
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The level of risk and information for each of the investment funds marketed by Open Bank, S.A., are set out in the prospectus or Key Investor Information Document (KIID) for each one of the investment funds, available at www.openbank.es/en and www.cnmv.es.
1 The aim of the fund lists provided by Openbank is to give examples of the thematic funds that have performed best regarding risk and return over a medium to long-term horizon (3 years) and not just those with the highest returns. As such, the criteria followed to create these lists are exclusively quantitative and free of qualitative bias, except for the theme itself. Openbank does not distribute these products through a consultancy service. Therefore, when investing in the funds, neither the financial situation, nor investment goals, nor the personal requirements of any investor has been taken into consideration. In this regard, the investment funds presented are not personalised recommendations and they do not entail a contractual or advisory element, a customised invitation to the subscription, purchase or sale of financial instruments or to undertake any transaction. Therefore, Openbank is explicitly exempt from any liability that may arise relating to the chosen product. The investment, where applicable, should be made based on the legal documentation of each product and it should be read before any investment decision is made. This documentation is available on the information page of each fund at openbank.es/en and cnmv.es.
2 The level of risk shown is that defined in the KIID of each fund. It is established by the CNMV (National Securities Market Commission) as a reference indicator of the potential return and risk. It is calculated using the historical data that may or may not be a reliable indicator of the future performance of the fund. On a scale of 1 to 7, a lower risk potentially entails a smaller return. Under no circumstance does level 1 mean it is risk free.