EXPERIENCE
- Orion Securties – Head of Capital markets
- Orion Securties – Senior financial broker
- Orion Securties – Financial broker
EDUCATION
- Vilnius University – Bachelor of Economics
IAM US Bluechip Growth Fund I
Information
TYPE
Open-ended
INVESTOR TYPE
For informed investors only
STRATEGY
Shares or financial instruments related with shares of Blue Chip companies listed in US stock exchange
TARGET FUND SIZE
100 000 000 USD
INVESTED AMOUNT
50 000 000 USD
TARGET RETURN
15-18%
START DATE
2018 01 15
TERM
Open-end
ABOUT
IAM BlueChip Growth Fund I is an actively managed equity fund that invests in blue-chip equities and / or derivatives linked to theses equities.
The fund’s priority is growth stocks that have the potential to grow more than US stock market. To reduce risk of individual companies, fund always invests in at least five selected large-cap U.S. companies.
Documents
Important information
Before making an investment decision, it is advisable to not only think carefully about your investment objectives, but also the risks, fees and costs that the fund incurs. Investments can be both profitable and unprofitable – you can lose part or even all of the amount invested. Historical returns do not guarantee future results. The Fund’s investments in foreign markets are affected by currency fluctuations and changes in the political and economic environment. Funds that focus on a single country or sector, or funds that invest in smaller companies, may experience higher value fluctuations or face liquidity challenges. Investing in emerging markets, real estate, currencies, fixed income instruments or alternative investments carries additional risks. Due to the specifics of some funds, higher capital gains payouts are possible than in other investments. You will find more detailed information on risks in the Fund’s prospectus and rules.
For more information related to the fund, please call +370 621 72826 or e-mail info@1am.lt. Please read the prospectus and other documents related to the fund carefully before investing.
Detailed information about the fund and the management company is provided when logging in to the client area.
Before making an investment decision, it is advisable to not only think carefully about your investment objectives, but also the risks, fees and costs that the fund incurs. Investments can be both profitable and unprofitable – you can lose part or even all of the amount invested. Historical returns do not guarantee future results. The Fund’s investments in foreign markets are affected by currency fluctuations and changes in the political and economic environment. Funds that focus on a single country or sector, or funds that invest in smaller companies, may experience higher value fluctuations or face liquidity challenges. Investing in emerging markets, real estate, currencies, fixed income instruments or alternative investments carries additional risks. Due to the specifics of some funds, higher capital gains payouts are possible than in other investments. More detailed information on risks can be found in the Fund’s prospectus and rules. Detailed information on the fund and the management company is provided when logging in to the client area.
