The Sturdza Family Fund – An Introduction

The Sturdza Family Fund – a global long-only Multi-Asset Fund which invests primarily in equities, complemented by de-correlated Fixed Income assets – was launched in December 2018. It's goal? To reflect the group’s family values by delivering long-term capital growth through active investments in global markets, with an equity bias.

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VIDEO
11 Mai 2020

The Sturdza Family Fund – a global long-only Multi-Asset Fund which invests primarily in equities, complemented by de-correlated Fixed Income assets – was launched in December 2018. It’s goal? To reflect the group’s family values by delivering long-term capital growth through active investments in global markets, with an equity bias.

The video interview below provides an introduction to the Sturdza Family Fund by the Portfolio Managers, Eric and Constantin Sturdza. A transcript of the interview is also available for download here.

Eric and Constantin Sturdza, portfolio managers of the Sturdza Family Fund discuss the following topics in this interview:

  • Sturdza Family Fund: An introduction.
  • Historical observations about investing.
  • Three challenges of investing over the long-term.
  • Best attempt to solve the challenges.
  • For who and why was the Sturdza Family Fund created?
  • How do you preserve your investment over long-term.
  • Why does the Fund offer investors peace of mind?
  • What type of investor is the Fund suitable for?

Require further information about the Sturdza Family Fund? Please contact:

Adam TurbervilleAdam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com

 


For Professional Investors Only.

Disclaimer: The views and statements contained herein are those of Banque Eric Sturdza SA in their capacity as Investment Adviser to the Sturdza Family Fund as of 20/08/2019 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in the views and statements by Banque Eric Sturdza SA are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Banque Eric Sturdza SA believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results.

This communication is issued in Guernsey by E.I. Sturdza Strategic Management Limited which is regulated by the Guernsey Financial Services Commission. E.I. Sturdza Funds plc and its sub-funds are Irish funds authorised by the Central Bank of Ireland. The funds are approved for distribution in Switzerland by Finma. The Swiss representative and paying agent is Banque Eric Sturdza SA, rue du Rhône 112, 1204 Geneva, Switzerland. The prospectus, KIIDs, Articles of association, semi-annual and annual reports of E.I. Sturdza Funds Plc can be obtained, free of charges, at the seat of the Swiss representative. The Funds are also approved for distribution in the United Kingdom. This content is approved for issue in the United Kingdom to professional investors by E.I. Sturdza Investments Limited, Claridge House, 32 Davies Street, London, W1K 4ND which is an appointed representative of Mirabella Advisers LLP which is authorised and regulated by the Financial Conduct Authority. The information contained herein is estimated, unaudited and may be subject to change. This content is intended for information purposes only and is not intended as an offer or recommendation to buy, sell, or otherwise apply for shares in the funds.