Objective
To provide long-term growth of capital by investing in Global Small/Mid-Cap Equities.
Track record
Strategy
EG Global invests in companies which have a strong market position and earnings growth potential. The companies must have solid balance sheets and strong management leadership. A special evaluation model, developed for quality companies, is used to determine whether the companies in question are overvalued or undervalued by the market.
The fund has a concentrated portfolio, in order to ensure that the manager can monitor the companies with the degree of thoroughness and attention required. The investment policy pursues the principle of risk diversification and aims to achieve a long term capital appreciation.
Fund features
- Quality stocks
- Opportunist
- Growing companies with strong market position
- Concentrated portfolio
- Experienced investment team with industrial background
.
Information
- Only for qualified investors
- ISIN CH0047783086
- Subcription and redemption: daily
- No minimum investment
- No redemption fees
- Accumulation
- Audit: Ernst & Young AG, Basel
Documents