Objective
To provide long-term capital growth by investing primarily in quality equity issued by European companies.
Track record
Strategy
The investment approach is based on a top-down sectoral analysis combined with bottom-up fundamental research. The team invests in large, medium and small cap stocks.
Manager invests in companies that can sustain above-average earnings growth for an extended period of time. To find such companies, manager apply a disciplined process using strict quality criteria, which include earnings visibility, exceptional business franchises, low cyclicality, high returns on equity, sustainable profit margins and self-financing capabilities. Fund Manager avoids Financials, cyclicals and utilities.
The investment policy pursues the principle of risk diversification and aims to achieve a long term performance in comparison to the MSCI Europe.
Fund features
- Long term
- Quality stocks
- Growing companies
- Conviction
- Avoid financials, cyclicals and utilities
- Experienced investment team
- Conservator and risk adverse
.
Information
- Only for qualified investor
- ISIN CH0047783045
- Subscription and redemption: daily
- No minimum investment
- No redemption fees
- Accumulation
- Audit: Ernst & Young AG, Basel
Documents