Equity Funds

IS OMX Iceland Index Fund

  • Equity index fund with the objective of achieving the same return as the OMXI8 CAP ISK index, after allowing for cost
  • Weighting in the fund reflects the weighting of each company in the OMXI8 CAP ISK index
  • Suitable when investing for over 5 years

IS  Equity Fund

  • Active investment management in Icelandic equities or other equity-linked financial instruments
  • Can invest up to 30% in unlisted pre-IPO equities
  • Suitable when investing for over 5 years

IS  EQUUS Equity Fund

  • Active investment management in Icelandic equities or other equity-linked financial instruments
  • Has extended investment allowances and can invest up to 50% in derivatives
  • Can short sell listed equities and borrow up to 25% short term to invest in equities
  • Suitable for investors with higher risk tolerance who wish to invest for over 5 years

IS Global Portfolio Fund of Funds

  • Active investment management in equity funds that invest in companies listed on global stock markets
  • Aims to outperform the Morgan Stanley Capital International index
  • Suitable when investing for over 5 years