Investment objective and approach

  • We aim to achieve long-term above-average capital gains through a bottom-up strategy with a portfolio of companies with solid fundamentals and superior quality metrics.
  • A Core & Satellite approach to avoid missing opportunities in companies that re either underperforming or active in a niche market where strong growth is possible.
  • A fund that invests mainly in high-quality US and European equities.

Summary Risk Indicator

Performances

Track Record

MTD YTD 1 month 3 months 6 months 9 months Since inception
HOW Global Leaders Fund -EUR-I- -0.87% 4.02% 1.91% 2.31% 8.01% 8.45% 37.91%

Key figures

Last update
Dec 23, 2025
NAV
137.91
Sub-fund size
EUR 14'688'897.49
ISIN Code
LI1206123492
Bloomberg Ticker
HOWGLFE LE Equity
Benchmark
None
Legal Type
UCITS
SFDR
Article 6

Documents

Explore our investment funds

Alongside our AMC, House of Wealth offers a dedicated range of investment funds with complementary strategies designed to provide stability, diversification and long-term value.

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