The Fund typically invests in the stocks of small, medium-sized and large capitalization US-listed companies, with the objective of outperforming the US equity market over a full market cycle.
The Hudson Fund is a Sub-Fund of THE INDEPENDENT UCITS PLATFORM, a Luxembourg open-ended investment company established as a sociétéd’investissement à capital variable, for which JMC Asset Management LLC acts as the Investment Advisor to the Sub-Fund.
JMCAM’s philosophy emphasizes a novel approach in researching money managers for the construction of a diversified portfolio. The design combines a unique bottom-up manager selection process focusing on stock-pickers that have demonstrated consistent added value in specific sectors of the market, coupled with thorough and disciplined risk management to monitor and control underlying exposures.
Fund Name Hudson Fund
Investment Advisor JMC Asset Management
Legal Structure SICAV / UCITS
Management Company AndBank Asset Management
Administrator & Custodian Citibank International plc
Inception Date July 31st, 2014
Index Russell 3000 Index TR
Synthetic Risk & Reward Indicator
Share Class S
ISIN Code LU1392159155
Launch Date November 10th, 2016
Distribution Policy Accumulation
Min. Investment 1 share
Management Fee 2.00%
TER (max) 3.00%
The Hudson Fund (the “Sub-Fund”) is a Sub-Fund of THE INDEPENDENT UCITS PLATFORM (the “Fund”), a Luxembourg open-ended investment company established as a sociétéd’investissementà capital variable(SICAV), for which JMC Asset Management LLC acts as the Investment Advisor to the Sub-Fund and AndBank Asset Management Luxembourg acts as the UCITS IV Management Company of the Fund. The information provided herein is for informational purposes only. It is in no way intended to be, and does not constitute, an offer or a solicitation to buy or sell any securities, including units of a fund. No recommendation is being made, positive or otherwise, regarding individual securities mentioned herein. Potential investors must meet certain eligibility criteria and are advised to read carefully and review all offering documents with the help of a professional financial, legal and/or tax advisor. The distribution of the Prospectus and the offering of the Shares may be restricted in certain jurisdictions.
No representation is being made that the Sub-Fund will achieve its investment objective. Potential investors shall be aware that the value of their investments can fall and rise and that there are no guarantee they will get the full amount invested back. Past performance are not a guarantee of future results. The Sub-Fund invests in US-listed equity securities. These securities carry equity risk as the equity markets may fluctuate significantly with prices rising and falling sharply, and this will have a direct impact on the Sub-Fund’s Net Asset Value. The Sub-Fund may also invest in smaller companies which carry additional risk because of the greater potential volatility of share prices of smaller companies. The Sub-Fund may be exposed to other risks, including but not limited to, liquidity risks, global financial market crisis and governmental intervention, market disruptions, legal infrastructure and taxation risk. Please refer to the Fund’s Prospectus for additional information on the Fund’s risk profile.