Equity Fund

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

FundBase CurrencyFund Size
Overall Risk GradingYTD
3Y (Annualized)
5Y (Annualized)
Legg Mason RY US SmCp Opp A USD AccUSD1,014high22.01(3.25)(5.91)(1.73)68.7713.5315.16
Templeton Eastern Europe A(acc)EUREUR247high40.495.1312.1926.3868.0214.9310.10
Schroder ISF Emerging Europe A Acc EUREUR1,215high37.844.7811.0825.9865.7715.4314.02
BGF Emerging Europe A2EUR790high31.664.077.0221.4365.5512.6810.99
BGF World Financials A2USD1,676high20.590.004.849.9963.7013.4917.58

Source: Morningstar (as of 9/30/2021)
*Source: Morningstar (as of 8/31/2021)

Main Risks

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.

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