Investment objective and approach

  • The strategy aims to achieve absolute returns over the medium term through capital growth, combining a top-down and bottom-up approach that results in a balanced allocation between equity and fixed-income securities.
  • A fund that invests primarily in equities from Western Europe and the United States, with a flexible net exposure driven by fundamental idea generation and market volatility.

Summary Risk Indicator

Performances

Track Record

MTD YTD 1 month 3 months 6 months 9 months Since inception
HOW Absolute Return Fund -EUR-I- -0.15% 0.86% -0.15% -0.46% 0.64% 2.28% 6.53%

Key figures

Last update
Dec 29, 2025
NAV
106.53
Sub-fund size
EUR 11'993'621.00
ISIN Code
LI1278249639
Bloomberg Ticker
HOWARFE 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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