Objective
The investment objective of the "EG European Equities (EUR)" fund is to maximise capital growth by investing in European equities. The investment strategy follows the principles of risk diversification.
Track record
Strategy
The investment approach is based on a top-down sector analysis combined with bottom-up fundamental research. The team invests in large-, mid- and small-cap stocks.
The manager invests in companies that can sustain above-average earnings growth over an extended period of time. To find such companies, the manager applies a disciplined process using strict quality criteria, including profit transparency, low cyclicality, high returns on equity, sustainable profit margins and self-financing capabilities. The manager avoids financials, cyclicals and utilities.
The investment policy pursues the principle of risk diversification.
Fund features
- Long term approach
- Quality stocks
- Growing companies
- Low PE ratio
- Avoid financials, cyclicals and utilities
- Experienced investment team
- Conservative and diversified
.
Information
- Only for qualified investors
- ISIN CH0047783045
- Subscriptions and redemptions: daily
- No minimum investment
- No redemption fees
- Accumulating
- Audit: Ernst & Young AG, Basel
Documents