BITTE IDENTIFIZIEREN SIE SICH

  • Professioneller Investor

    Ein autorisiertes und reguliertes Unternehmen oder eine anderweitig qualifizierte Investmentprofi oder öffentliche Einrichtung.

  • Schweizer Investor

    mit ständigem Wohnsitz in der Schweiz.

  • Privatanleger

    Ein einzelner Investor, der seine eigenen Anlageentscheidungen trifft.

  • Geeignete Gegenparte

    Eine Pensionskasse, eine Versicherungsgesellschaft, ein Dachfonds, ein Multi-Manager, eine Vermögensverwaltungsfirma, eine Regierung, ein Staatsfonds, eine Zentralbank oder ein anderer institutioneller Investor.

Hinweis: Diese Website richtet sich nicht an Anleger in Belgien.
HAFTUNGSAUSSCHLUSS

Important Information. Investment involves risk. You should be aware that past performance is not necessarily a guide to future performance. The price of investments and income from them can fall as well as rise and may be affected by exchange rate movements between currencies. An investor may not get back the original amount invested. All visitors to this website should not treat the content of this website as taxation advice. If you are in doubt about the suitability of an investment, please contact your financial adviser. Shares in the Fund should only be purchased by persons with professional experience and investors should refer to the Fund Prospectus and/or KIID for detailed information about potential risks involved before investing in financial instruments as well as the latest half-yearly report and unaudited accounts and/or annual report and audited accounts. The Prospectus for each Fund is available on the website. The website is for information only and is not to be construed as solicitation or an offer to purchase or sell investments and nothing on the website should be construed as being personal investment advice for your particular circumstances.

Privatanleger können nicht auf Informationen zu unseren Fonds zugreifen.

INVESTMENT TEAM – PASCAL INVESTMENT ADVISERS SA

Bertrand Faure

Portfolio Manager

Bertrand Faure has been Managing Director of the Investment Adviser since its inception in 2002.

Prior to joining the Investment Adviser he worked for Och-Ziff Capital Management Group in London between 1999 and 2001 as a hedge fund manager focusing on merger arbitrage and event-driven investments.

Before joining Och-Ziff he worked in the investment banking division of Goldman Sachs International in London between 1997 and 1999 and was involved mostly in French related mergers and acquisitions and corporate finance projects.

Bertrand is a graduate of the Ecole Polytechnique in Paris. Based in Geneva, Switzerland.

Claude Bernasconi

OPERATIONS

Claude Bernasconi joined the Investment Adviser in December 2005.

Before joining the Investment Adviser he spent 10 years‟ in accounting, working as an auditor with Elf Oil for 4 years and as Administrative and Financial Director with Sirca for 6 years.

Claude is a graduate of the CFC and CEFCO in Geneva and holds a diploma as a Swiss Fund Officer from the Fund Academy.

Julien Batteau

LEAD ANALYST

Julien Batteau joined the Investment Adviser in September 2005.

Before joining the Investment Adviser he worked for Lombard Odier Darier & Hentsch in Geneva for a year where he co-managed two products: a European Small & Mid Caps fund and a managed account together worth around €250 million. Prior to joining Lombard Odier Darier & Hentsch he worked for Richelieu Finance in Paris between 2001 and mid 2004 as responsible for the buy side analysis.

Julien is a graduate of the Institut d‟Administration des Entreprises in Aix-en-Provence.

Olivier Perypoux

TRADER

Olivier joined the Investment Adviser in November 2017.

He previously spent 13 years at Société Générale where he was most recently head of small & mid cap equity sales trading. Prior to Société Générale he spent time with Credit Lyonnais, Tradition and Marc Rich. Olivier has 20 years of trading experience and has worked with the Investment Adviser since 2002.

Olivier is a graduate of IPAG Business School.

Vincent Normant

ANALYST

Vincent Normant joined the Investment Adviser in February 2014.

Before joining the Investment Adviser he worked for BNP PARIBAS in Geneva from 2009 as Risk Officer. His tasks were to monitor and control investment and market risks for Advisory and Mandate customers.

Vincent is a graduate of the Ecole Centrale in Lyon and Holds a Master II from Lyon University in Decision-Risk Management. In 2013, he became a CFA Charterholder.

Ratings & Awards

Morningstar 4 Star Rated Fund

The Strategic European Smaller Companies Fund – A EUR & B EUR share classes are both 4 Star rated Overall and 4 Star rated over 5 Years as of 31/08/2020. Past performance is no guarantee of future results.

Morningstar-Sustainability-Award-3-globes-average

The Strategic European Smaller Companies Fund received a 3 Globe Morningstar Sustainability Award as at 30/06/2020. Out of 731 Europe Equity Mid/Small Cap funds. Based on 94.82% of AUM. Historical Sustainability Score as of 30/06/2020. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Historical Sustainability Score. Data is based on long positions only.

Disclaimer

Risk Warning

All investments involve a degree of risk. You should be aware that past performance is not necessarily a guide to future performance. The price of investments and income from them can fall as well as rise and may be affected by exchange rate movements between currencies. An investor may not get back the original amount invested. Any information relating to taxation is that currently available and may be subject to change. If you are in doubt about the suitability of an investment, please contact your financial adviser. Shares in the Fund should only be purchased by persons with professional experience and investors should refer to the Fund Prospectus and/or KIID for detailed information about potential risks involved before investing in financial instruments as well as the latest half-yearly report and unaudited accounts and/or annual report and audited accounts. The Prospectus for each Fund is available from the website or from E.I. Sturdza Strategic Management Limited on request. For Swiss investors, copies of the Prospectus, KIID, articles of association, annual and semi-annual reports may be obtained free of charge at the seat of the Swiss representative and Swiss Paying Agent: Banque Eric Sturdza SA, Rue du Rhône 112, P.O. Box 3024, CH-1211 Geneva 3. By continuing, you confirm that you have read and understood this information and acknowledge the importance of reading the risk warnings within the Prospectus before investing.