InvestmentLibrary Fund

2Xideas UCITS – Global Mid Cap Library Fund

The 2Xideas UCITS  – Global Mid Cap Library Fund contains around 100 mid to large cap stocks with the potential to double over 5 to 7 years. These are the 2.5% best companies out of our global investment universe of around 4,000 stocks. The Fund is managed with a long-term investment mindset. About 20% of the constituents are replaced per year. 

In our Quarterly Reviews we explain the performance and portfolio changes and provide a summary of the research we have published during the quarter.

Performance

Since 30 April 2018, the performance shown below represents the live performance of the 2Xideas UCITS – Global Mid Cap Library Fund, Share Class S USD. The performance shown before that date is the total return of the 2Xideas Library Index (available on Bloomberg under TWOXLIB Index) since its inception on 1 January 2015, adjusted for the All-in Fee of 1.0% p.a. of Share Class S USD.

Monthly Returns in %

As of 28 Jun 2022

JanFebMarAprMayJunJulAugSepOctNovDecYear
2015-0.176.200.311.010.97-2.271.16-6.12-2.287.520.40-1.814.26
2016-6.321.036.991.841.57-1.834.81-0.540.54-4.970.110.863.41
20174.642.902.004.224.12-0.021.550.922.633.022.020.9332.95
20186.40-2.29-0.100.102.40-0.231.861.93-0.40-11.132.75-7.01-6.74
20197.785.462.124.62-5.637.450.27-2.001.562.534.182.9035.07
2020-0.47-6.81-9.9911.349.091.997.065.16-1.04-1.6212.035.3133.73
2021-2.731.771.265.240.542.933.003.02-5.495.79-3.424.0716.42
2022-12.82-3.410.33-11.84-1.79-7.02-31.99

How to Invest

The 2Xideas UCITS - Global Mid Cap Library Fund is investable via different Share Classes, all of which offer daily liquidity and charge an All-in Fee. The Share Classes shown below are based on your selection of investor type and domicile (click to open).