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LU1662498721

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1d
1w
1m

Analysis and statistics

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About

LU1662498721.EUFUND refers to an investment fund, specifically the Schroder GAIA Helix, a sub-fund of Schroder GAIA. This fund aims to achieve long-term capital growth by investing in a diversified portfolio of global equities, utilizing a quantitative investment strategy based on behavioral finance and artificial intelligence. It seeks to exploit predictable biases in investor behavior to generate excess returns, net of fees, over the long term, primarily investing in OECD countries.
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Factors

Market Performance: General market trends and investor sentiment towards European equities directly influence the fund's NAV.

Fund Holdings Performance: The performance of the underlying assets (stocks, bonds, etc.) held within the fund portfolio is a key driver.

Expense Ratio: The fund's operating expenses (management fees, administrative costs) can reduce returns and impact the price.

Currency Fluctuations: As an EU-focused fund, currency exchange rates (especially EUR vs. other currencies) can affect its value.

Interest Rates: Changes in interest rates, particularly within the Eurozone, can influence bond valuations and overall market dynamics.

Economic Indicators: Key economic data releases (GDP, inflation, employment) in Europe can trigger market reactions impacting the fund.

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