IS EQUUS Hlutabréf

Overview

IS EQUUS Hlutabréf is a mutual fund based in Iceland, focusing on equity investments in the domestic market. The fund is managed by Íslandssjóðir hf., a subsidiary of Íslandsbanki hf., and is designed for investors seeking long-term growth through investments in Icelandic equities. The fund employs an active management strategy, utilizing in-depth analyses of economic trends, financial markets, and individual company performance. It primarily invests in listed Icelandic companies with active price formation, but also has the flexibility to invest in unlisted companies and specialized funds. The fund has significant investment powers, distinguishing it from many similar funds, particularly with its ability to use derivatives such as options, short sales, and forward contracts to enhance leverage. Investors are encouraged to consider the fund as part of a diversified portfolio, with a recommended investment horizon of five years or more. The fund's performance can be subject to significant fluctuations, and downturns in the equity markets can be prolonged. The minimum investment amount is ISK 10,000, with a minimum subscription of ISK 5,000. The fund charges a management fee of 1.85% per annum and a transaction fee of ISK 1,000, with discounts available through online banking and mobile app platforms. For more detailed information, investors can refer to the fund's key information document and prospectus available on the official website.

Investment Focus

• Recommended investment horizon of five years or more
• Part of a diversified portfolio

Portfolio Companies