The fund invests in quality companies listed on the main US stock exchanges with the aim of obtaining long-term capital gains. It focuses on securities with sustained growth and high capitalisation. It has low turnover and a medium-term horizon. The positions in different companies are actively managed according to their growth expectations and valuations. It is classified under Article 8 of the SFDR.
Funds
Equity
EDM International - American Growth
- Category USA Equity
- SFDR Article 8
- Domicile Luxembourg
Heritage
246.267.977,09€
YTD Return
0,72%
Net asset value
110,240000€
Year
2024
15,43%
2023
34,92%
2022
-43,38%
2021
24,13%
2020
0,00%
1 year
-3,38%
3 years cumulative return
55,66%
5 years cumulative return
15,56%
Product Sheet
- ISINLU2257847017
- DepositoryCACEIS Bank, Luxembourg Branch.
- ManagerWaystone Management Company (Lux) S.A.
- AuditorPricewaterhouseCoopers Assurance, Société Coopérative
Past yields do not guarantee future yields.
Since its creation, the EDM Group has managed funds and SICAVS with different investment profiles and registered offices. Their performances achieved very long periods, unusual among independent managers.
The date of inclusion of this Luxembourg fund is the following: EDM American Growth Class L € : 18-01-2021
Reports and documents
Fund datasheet € Class R
Fund datasheet $ Class R
Fund datasheet € Class L
Fund datasheet $ Class L
DFI € Class R
DFI $ Class R
DFI € Class L
DFI $ Class L
DFI € Class I
Full prospectus
Pre-contractual information related to sustainability
Statement relating to the main adverse impacts of investment decisions on sustainability factors
EDM American Growth 2025
EDM American Growth 2020-2025