Scherrer Small Caps Europe (0P0000193U)

Overview

The HOW Long Hedged Fund is an investment fund that aims to achieve medium to long-term capital gains while maintaining volatility levels below those of the equity markets in which it invests. Its primary strategy focuses on minimizing the risks associated with market fluctuations, therefore appealing to investors seeking more stable returns. The fund targets assets mainly within Europe, including Turkey, leveraging a diversified investment approach to optimize capital growth while managing risk efficiently.

Products and Services

• Beteiligungspapiere und Beteiligungswertrechte (Equity Securities)

  The HOW Long Hedged Fund invests more than half of its assets in equity securities such as stocks and shares with warrants. This includes direct investments in a range of European companies to capitalize on growth opportunities while aiming to mitigate risks associated with equity investments.

• Fest- oder variabel-verzinsliche Forderungspapiere und Forderungswertrechte (Fixed or Variable Interest Debt Securities)

  Investments also include fixed or variable interest debt securities like bonds, notes, zero-coupon bonds, floating rate notes, convertible and option bonds, and debentures. These are chosen to provide a steady income stream and diversify the investment portfolio, reducing its exposure to the volatility of the equity markets.

• Geldmarktinstrumente (Money Market Instruments)

  To further balance its portfolio and manage liquidity, the fund invests in money market instruments of issuers based in Europe. This conservative investment strategy aids in maintaining fund stability during adverse market conditions, ensuring a more secure investment vehicle for conservative investors.