EG European Equities (EUR) - Quality Growth
QIF - Qualified Investor Fund
To provide long-term capital growth by investing primarily in quality equity issued by European companies.
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.
- Long term
- Quality stocks
- Growing companies
- Avoid financials, cyclicals and utilities
- Experienced investment team
- Conservator and risk adverse
- Only for qualified investor
- ISIN (EUR) CH0047783045
- Tax transparent for Germany
- Bi-monthly liquidity
- No minimum investment
- No redemption fees
- Audit: Ernst & Young AG, Basel