Long-term track record
With strong downside characteristics, supported by investing in quality businesses with mispriced earnings power
Business owner's mindset
Focusing on stewardship of capital over the long term
Benchmark-agnostic approach
Aimed at providing clients with a truly differentiated and complementary portfolio
SFDR Product Information*
Read more about SFDR including information on our Article 8 and 9 funds
*Sustainable Finance Disclosure Regulation
Fund (not by share class)
Objective: The Fund invests primarily in global equities listed in developed countries. The aim is to achieve long term positive returns in combination with a reduced downside risk, compared to the world equity markets. All portfolio holdings have been positively identified by the investment manager in the investment process. The Fund is managed free of benchmark constraints and excludes derivatives, currency hedging, and leverage.
| Fund inception date | 05 October 2001 |
| Asset class | Equity |
| Currencies available | EUR |
| Fund type | SICAV |
| SFDR | Article 8 |
Fund Documentation
Risks:
- The value of shares may fall as well as rise, and you may not receive back the amount invested.
- International investments may involve risk of capital loss from unfavourable fluctuation in currency values, differences in accounting principles, or economic or political instability in other nations.
- The market for investments in emerging market countries may be less developed and it may be difficult for the fund to sell its investments in such markets. Investing in emerging markets can be riskier than investingin established markets due to increased volatility and lower trading volume.
- As a class, equities carry higher risks than bonds or money market instruments.
- Investing in small and/or medium-sized companies typically exhibit greater risk and higher volatility than larger, more established companies.