Invests in companies listed on the main US stock exchanges, with the aim of obtaining long-term capital gains. Emphasis on shares with sustained growth and high capitalisation. Low turnover and medium-term horizon. Includes actively managed positions in different companies based on their growth and valuation expectations.
Funds
Equity
EDM American Growth
- Category USA Equity
- SFDR Article 8
- Domicile Luxembourg
Heritage
179.752.064,44€
YTD Return
15,27%
Net asset value
109,300000€
Year
2023
34,92%
2022
-43,38%
2021
24,13%
2020
0,00%
2019
0,00%
1 month
1,24%
3 months
0,08%
1 year
27,00%
Product Sheet
- ISINLU2257847017
- DepositoryCaceis Investor Services Bank S.A.
- ManagerWaystone Management Company (Lux) S.A.
- AuditorPricewaterhouseCoopers Auditores SL.
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
Managers
Johan Svensson
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 2024
EDM American Growth 2019-2024