PV Buyback USA

Leveraging academic research
to outperform financial markets

Investment Objective 

PV Buyback USA fund aims to deliver performances which will outperform the Russell 2000 index performances.

The Fund equity exposure range is at least 80% of total net assets.

It invests only in securities of small and medium capitalization companies that have announced share repurchase programs (buybacks) and are listed in the United States of America.

PV Buyback USA fund is situated in the highest part of Eurinvest Partners risk-return matrix.

Risk Indicator

The risk/reward rating above is based on medium-term volatility  Going forward, the Sub-Fund’s actual volatility could be lower or higher, and its rated risk/reward level may be changed.

The rating does not reflect the possible effects of unusual market conditions or large unpredictable events, which could amplify everyday risks and could trigger other risks, such as:

  • Liquidity risk: Certain securities could become hard to sell at a desired time and price.
  • Operational risk: In any market, but especially in emerging markets, the fund could lose some or all of its money through a failure in asset safekeeping or through fraud, corruption, political actions or any other unexpected events.
  • Counterparty risk: The Sub-Fund could lose money if an entity with which it does business becomes unwilling or unable to honor its commitments to the Sub-Fund.
  • Concentration risk: To the extent that the Sub-Fund invests heavily in a company, industry or country that is heavily affected by an adverse event, its value could fall.
  • Management risk: Portfolio management techniques that have worked well in normal market conditions could prove ineffective or detrimental during unusual conditions.
Fund characteristics
Share classes features