UI I - Montrusco Bolton US Equity Fund - Anteilklasse EUR IX A/  LU2606334733  /

The sub-fund is actively managed. The fundamental investment objective of the sub-fund is to achieve long-term growth of capital through the investment of its assets mainly in the U.S. equity markets and considering ESG criteria. High-conviction Quality GARP investment strategy anchored in fundamental, bottom-up analysis. We rely on independent thinking to build our investment theses for each holding. We seek to forecast inflection points, errors of perception and catalysts through a repeatable process that promotes consistency and sustainability of alpha in different market conditions. By running the portfolio to a beta of ~1, we seek to mitigate relative impacts from market movements. In addition, we measure and reduce relative deviations vs the benchmark with respect to sectors, in order to avoid unintended cluster risks . We aim to add value through idiosyncratic stock selection.

The sub-fund is actively managed. The fundamental investment objective of the sub-fund is to achieve long-term growth of capital through the investment of its assets mainly in the U.S. equity markets and considering ESG criteria.