Anfield U.S. Equity Sector Rotation ETF | AESRRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 30.04.2024 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | 16,5 | 28,9 | -7,8 | 24,8 | 17,0 | |
+/- Kat | 3,6 | -1,0 | -0,6 | -1,3 | 2,2 | |
+/- Idx | 1,1 | -3,7 | 0,7 | -5,4 | 1,4 | |
Kategori: Large Blend | ||||||
Referanseindekser: S&P 500 TR USD |
Statistikk | ||
sluttkurs 10.05.2024 | USD 15,46 | |
Endring 1 dag | 0,56% | |
Morningstar Kategori™ | Large Blend | |
Volum | 23421 | |
Exchange | BATS TRADING | |
ISIN | US90214Q7337 | |
Fondets størrelse(m) - | - | |
Andelskl. kapital(m) 10.05.2024 | USD 90,76 | |
Løpende kostnader - | -% |
Investeringsprofil: Anfield U.S. Equity Sector Rotation ETF | AESR |
The investment seeks to outperform traditional large-cap equity indices and styles over full market cycles by investing in various sectors of the equity market. The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities, as well as directly in individual U.S. equity securities. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
Peter Van de Zilver 16.12.2019 | ||
David Young 16.12.2019 | ||
Startdato 16.12.2019 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
S&P 500 TR USD | S&P 500 TR USD |
Målgruppe | ||||||||||||||||||||
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Porteføljeprofil Anfield U.S. Equity Sector Rotation ETF | AESR | 10.05.2024 |
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Topp 5 beholdninger | Sektor | % |
SPDR® S&P 500 ETF Trust | 14,35 | |
Communication Services Sel Sect ... | 12,05 | |
Financial Select Sector SPDR® ETF | 11,86 | |
VanEck Semiconductor ETF | 9,70 | |
Invesco QQQ Trust | 9,61 | |
Økning Nedgang Ny siden forrige portefølje | ||
Anfield U.S. Equity Sector Rotation ETF | AESR |