Melchior Selected Trust: North American Opportunities Fund

Investment Style:
Bottom up, fundamental stock selection across all market capitalisations, targeting growth stocks with earnings catalysts which are properly recognised by the market. Idea generation includes earnings revision analysis and financial screening.  

Monthly Fund Update - click here for latest report 

Daily Fund NAV- click here for latest update

Key Information

Country of Registration:

Base Currency:

Share Classes:




Fees:

 

 

Minimum Investment:


Fund Structure:


Liquidity:

Launch:

Fund IDs:

Luxembourg 

US$

'A' & 'C' Shares (Retail Investors):
Euro - US Dollar - GBP
'B' & 'D' Shares (Institutional Investors):
Euro - US Dollar - GBP

'A' - 1.50%; 'B' - 1.00%; 'C' - 1.50%; 'D' - 1.00%

Performance fees of 15% outperformance of S&P 500 Total Return Index plus 1.5% on 'C' & 'D' shares 

'A' & 'C' Shares - $10,000 (equiv)

'B' & 'D' Shares - $250,000 (equiv)

Luxembourg SICAV



Daily

16 January 2008

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