Past performance is not a reliable indicator of future performance.
Source: Bloomberg
With a single investment, you can:
Invest in the 500 largest companies in the United States
Track the performance of the US stock market
Spread your risk across a wide range of companies and sectors
The S&P 500 is an index that tracks the performance of the 500 largest publicly listed companies in the United States.
When you invest in this fund, you are indirectly investing in all the companies that make up the index.
The fund's value can fluctuate over shorter periods. For this reason, we recommend a minimum investment period of five years.
This fund is designed for long-term investing.
The fund's investment objective is to track the index's performance as closely as possible, whether the index rises or falls, while seeking to minimise any deviation between the fund's performance and that of the index. The fund aims to replicate the index by investing in all the securities comprising the index in proportions broadly corresponding to their respective weights in the index. The fund may use derivatives for efficient portfolio management and currency hedging.
Investments in financial instruments always involve financial risk, including the risk that no return will be generated or that the principal invested may be lost. Past performance is not a reliable indicator of future results. Please note that the risk associated with an investment increases if it is financed through borrowing, and returns may increase or decrease due to fluctuations in performance.
Investment in international funds may also entail currency risk. The value of an investment and its return may therefore increase or decrease as a result of changes in the exchange rates of the currencies in which the relevant fund is denominated or settled against the Icelandic króna. When investing in international funds, investors may also engage in foreign exchange transactions that are subject to costs and exchange rate fluctuations.
All investors are encouraged to conduct their own investigations and analyses, including reviewing relevant disclosure documents and independently assessing such documents before making any investment decision. More detailed information about a fund, including information on risks and whether the fund is classified as a UCITS fund or an alternative investment fund marketed towards the public, can be found in the prospectus, key information document and other relevant materials. Such documents are generally available from the fund’s management company, issuer or distributor.
The tax treatment of investments depends on the circumstances of each individual investor and may change in the future. Investors are therefore encouraged to familiarize themselves with the tax implications of their investments and, where appropriate, seek professional advice.
The information provided herein is for informational purposes only and should not be construed as an offer or as personalized investment advice regarding the purchase, sale or other disposition of financial instruments. The information is based on sources believed to be reliable. However, no representation or warranty is made as to its accuracy. No responsibility is accepted for any decisions or transactions undertaken on the basis of the information provided herein.
The fund tracks the S&P 500 Index, which means it invests in the 500 largest companies in the United States.
The fund suits investors who can tolerate some fluctuations in returns, but the recommended minimum investment period is five years.
