Equity fund primarily seeks to achieve medium to long-term capital growth through investing in equity securities traded on stock exchanges and aims to provide higher return through capital appreciations in a longer term.
Equity funds include single country equity funds, regional equity funds, global equity funds and sector funds.
Top 5 Performing Funds
|Fund||Base Currency||Fund Size|
|Overall Risk Grading||YTD|
|Legg Mason RY US SmCp Opp A USD Acc||USD||1,014||high||22.01||(3.25)||(5.91)||(1.73)||68.77||13.53||15.16|
|Templeton Eastern Europe A(acc)EUR||EUR||247||high||40.49||5.13||12.19||26.38||68.02||14.93||10.10|
|Schroder ISF Emerging Europe A Acc EUR||EUR||1,215||high||37.84||4.78||11.08||25.98||65.77||15.43||14.02|
|BGF Emerging Europe A2||EUR||790||high||31.66||4.07||7.02||21.43||65.55||12.68||10.99|
|BGF World Financials A2||USD||1,676||high||20.59||0.00||4.84||9.99||63.70||13.49||17.58|
Source: Morningstar (as of 9/30/2021)
*Source: Morningstar (as of 8/31/2021)
Equity funds generally have higher returns, and associated with higher risks than other types of funds. Returns may be impacted by volatility of stock markets and fluctuations in exchange rates.