{"id":80212,"date":"2024-02-19T16:10:10","date_gmt":"2024-02-19T16:10:10","guid":{"rendered":"https:\/\/adamfayed.com\/?page_id=80212"},"modified":"2025-03-03T11:39:29","modified_gmt":"2025-03-03T11:39:29","slug":"nsf-global-equity-fund-review","status":"publish","type":"post","link":"https:\/\/adamfayed.com\/it\/review-articles\/nsf-global-equity-fund-review\/","title":{"rendered":"Recensione di NSF SICAV Wealth Defender Global Equity Fund USD Classe I"},"content":{"rendered":"

In this post, we\u2019ll explore the SICAV Wealth Defender Global Equity Fund of investment provider<\/a> Nevastar Finance. We’ll look into the opzione di investimento<\/a>‘s features and performance, as well as fees. <\/p>\n\n\n\n

Nevastar Finance<\/a> is a global financial investment company established in 2003. It rolled out the USD class I fund on Feb. 9, 2016. <\/p>\n\n\n\n

The NSF Global Equity Fund has a UCITS fund structure.<\/p>\n\n\n\n

Se state cercando di investire come espatriati o individui con un alto patrimonio netto, che \u00e8 ci\u00f2 in cui sono specializzato, potete inviarmi un'e-mail (advice@adamfayed.com) o un messaggio WhatsApp (+44-7393-450-837).<\/p>\n\n\n\n

You need to understand the advantages and disadvantages of global equity investing and get necessary advice to execute the most suitable investment strategy.<\/p>\n\n\n\n

Everything to Know About NSF SICAV Global Equity Fund<\/h2>\n\n\n\n
\"Nevastar<\/figure>\n\n\n\n

NSF SICAV Fund Features<\/h3>\n\n\n\n

Luxembourg-based open-end fund NSF SICAV Wealth Defender Global Equity Fund invests in companies that use competitive advantages to preserve or increase margins amid elevated costs to increase capital appreciation.<\/p>\n\n\n\n

NSF Global Equity Fund Asset Allocation<\/h3>\n\n\n\n

With 32.48% of its holdings going into the IT sector, the fondo<\/a> is heavily weighted in that area; consumer discretionary follows at 15.41%.<\/p>\n\n\n\n

The fund’s 29 holdings are all multinational corporations with strong pricing and market advantages. These businesses may easily raise prices in line with inflation without seeing a decline in consumer loyalty.<\/p>\n\n\n\n

Holdings of 5.85% in ASML Holding NV and 5.19% in Oracle are among the investment provider<\/a>‘s top holdings.<\/p>\n\n\n\n

These businesses have a lot of success: little debt, high margins, and increasing profits.<\/p>\n\n\n\n

The United States accounts for 76.70% of the fund’s geographic distribution, making it the most heavily allocated country.<\/p>\n\n\n\n

Nevastar Finance Investment Minimum and Charges<\/h3>\n\n\n\n
\"Nevastar<\/figure>\n\n\n\n

Investors are required to invest at least 1 million USD into the NSF Wealth Defender Global Equity Fund to participate.<\/p>\n\n\n\n

Nevastar Finance charges 1% for yearly fees and performance fee of 15% for outperformance, subject to certain conditions.<\/p>\n\n\n\n

NSF Global Equity Fund Performance<\/h3>\n\n\n\n

A return of 2.91% was achieved by the NSF Wealth Defender I USD fund in January 2024. The fondo<\/a> has also recorded a yield of 16.03% in the last year.<\/p>\n\n\n\n

Long term, the fund has generated respective annual returns of 5.79% and 10.74% in the last three years and five years. Since the Global Equity Fund’s 2016 rollout, the product has returned 12.84% annually and offered daily liquidity.<\/p>\n\n\n\n

While ASML Holding and Nvidia Corp. were the top performers, UPS Inc. and Apple Inc. were the lowest performers, according to Nevastar Finance.<\/p>\n\n\n\n

Other NSF SICAV Share Classes<\/h3>\n\n\n\n

The minimum investments for the Wealth Defender Global Equity Fund Class C, denominated in USD, euros, and British pounds, are $10, 10 EUR, and 10 GBP respectively. <\/p>\n\n\n\n

The annual fee for all Class C shares is 1.90%. Class I Euros require a minimum investment of a million euros and a reduced annual cost of 1%; Class I British Pounds, meanwhile, demand a minimum investment of 750,000 GBP and a fee of 1%. Both classes cater to larger investors.<\/p>\n\n\n\n

\"Pros<\/figure>\n\n\n\n

Pros and cons of NSF Wealth Defender Global Equity Fund<\/h3>\n\n\n\n

Benefits of the Global Equity Fund<\/h4>\n\n\n\n