IAM US Tech Growth fund is an actively managed fund for investors who search for a diversified equity portfolio for long-term investment. Fund‘s goal – to outperform Nasdaq Composite index in the long run.
Strategy – portfolio is constructed from US-listed equities of rapidly growing technology companies and derivative financial instruments related to these equities. Financial leverage and derivative instruments are used to reach maximum returns. Quantitative and qualitative fundamental analyses are combined in order to find companies with the highest growth potential.
Core sectors, where fund invests:
EXPERIENCE
EDUCATION
EXPERIENCE
INVL Asset Management – Financial analyst
SB Asset Management – Analyst
EDUCATION
Before making an investment decision, it is advisable to not only think carefully about your investment objectives, but also the risks, fees and costs that the fund incurs. Investments can be both profitable and unprofitable – you can lose part or even all of the amount invested. Historical returns do not guarantee future results. The Fund’s investments in foreign markets are affected by currency fluctuations and changes in the political and economic environment. Funds that focus on a single country or sector, or funds that invest in smaller companies, may experience higher value fluctuations or face liquidity challenges. Investing in emerging markets, real estate, currencies, fixed income instruments or alternative investments carries additional risks. Due to the specifics of some funds, higher capital gains payouts are possible than in other investments. You will find more detailed information on risks in the Fund’s prospectus and rules.
For more information related to the fund, please call +370 621 72826 or e-mail info@1am.lt. Please read the prospectus and other documents related to the fund carefully before investing.
Detailed information about the fund and the management company is provided when logging in to the client area.
Before making an investment decision, it is advisable to not only think carefully about your investment objectives, but also the risks, fees and costs that the fund incurs. Investments can be both profitable and unprofitable – you can lose part or even all of the amount invested. Historical returns do not guarantee future results. The Fund’s investments in foreign markets are affected by currency fluctuations and changes in the political and economic environment. Funds that focus on a single country or sector, or funds that invest in smaller companies, may experience higher value fluctuations or face liquidity challenges. Investing in emerging markets, real estate, currencies, fixed income instruments or alternative investments carries additional risks. Due to the specifics of some funds, higher capital gains payouts are possible than in other investments. More detailed information on risks can be found in the Fund’s prospectus and rules. Detailed information on the fund and the management company is provided when logging in to the client area.
