Fund profile and objective
Fund profile
A diversified portfolio, within the all-cap universe with a purely quantitative management style. The investment universe embraces approximately 1300 stocks originating in the European Union (United Kingdom excluded), Switzerland and Norway. The minimum capitalisation of the stock selected is €100m.
Objective
Achieve long-term appreciation of its capital and outperform the broad European markets (ex UK), through the experienced usage of a sophisticated and proprietary quantitative model to identify the “Stars” performers.
The technical terms used are defined in our glossary, accessible via the following link.
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Performances
Historical performance
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Past performance is not indicative of future returns.
Annualised performances
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Performances as of 11/10/2024
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Performances by period
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Past performance is not indicative of future returns.
Volatility
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Fund identification
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Fund Facts
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