Ossiam Shiller Barclays CAPE US Sector Val TR 1CU
LU1079841513
EquitiesThis fund follows an investment strategy based on the Shiller CAPE index, which aims to identify undervalued companies in the US market. The fund invests in sectors of the US market tracking the benchmark index, aiming to deliver risk-adjusted long-term returns.
Instruments
Instrument Statistics
Annualized ReturnThe average gain or loss of an investment per year over a specific period. It is expressed as a percentage.9.35%
Annual VolatilityMeasures how much the price of an asset fluctuates. High volatility means the price can change dramatically in a short period, implying higher risk.17.06%
Asset Data
Manager
Ossiam
Benchmark Index
Shiller Barclays CAPE US Sector Val TR
TER
0.15 %
Capitalization Type
Acc