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deLeveraging on the opportunities presented – the launch of the New Sturdza Family Fund
In November the Fund posted a total return of +2.51%, outperforming its benchmark by 0.63 percentage points.
Fund Commentary • 27-12-2018
Any positive news can be a catalyst for a sharp rally
In November, the Japanese market initially declined following an announcement by Japan’s main mobile phone operator (DOCOMO) of its intention to reduce charges by 20~40% by mid-2019, triggering the stocks of 3 major telecom carriers to fall.
Fund Commentary • 27-12-2018
Are the Worst of the Trade War Fears Now Over?
The MSCI China Total Return index rebounded strongly in November gaining 7.3% after five consecutive months of decline. All eyes were on the meeting between US President Trump and Chinese President Xi at the G20 summit on 30 November.
Fund Commentary • 21-12-2018
Trade Tensions Trigger Uncertainty for Economic Growth
European equities continued to suffer during November, for the same reasons as highlighted in last month’s commentary (trade tensions triggering uncertainties around future economic growth, limited visibility about the Fed’s next move in December and beyond, as well as significant risk reduction across the board).
Fund Commentary • 21-12-2018
Fund Update – November 2018
The Strategic Europe Value Fund (EUR I Class) returned 0.13% in November, outperforming its index by 1% and the Strategic Global Quality Fund returned 1.20%, outperforming its benchmark by 0.06%.
Fund Commentary • 21-12-2018
Ready for a Bond Rally by the end of the year?
During November, the main financial markets were driven by Brexit, the trade war between the US and China, the mid-term elections, the FOMC, the defeat of Ms Merkel’s party in local elections and the beginning of social troubles in France.
Fund Commentary • 21-12-2018
Strategic European Smaller Companies Fund – 2018 YTD Performance Review
Mid December, the Fund’s year to date performance stands at approximately -25% (as at 14/12/2018) while the Fund’s benchmark has lost ~8.5%. Since inception in May 2015, the Fund has returned +4% while the benchmark is down by -2%. Most of the outperformance created in 2015, 2016 and 2017 evaporated this year.
Fund Commentary • 21-12-2018
Sturdza Family Fund – Benchmarks
The Sturdza Family Fund launched on the 14th December 2018 with the aim of providing our investors with a solution within the multi asset space in light of increasing volatility, offering dynamic exposure to global markets.
News • 20-12-2018
Our commitment to charitable giving
Eric Sturdza Investments is proud to have worked with The Tumaini Fund in 2018, a charity which seeks to provide support to orphans in remote regions of Tanzania.
News • 17-12-2018
Evolution in Eric Sturdza Investments’ Product Offering
Two new sub-funds of the EI Sturdza Funds plc are to be launched in Dec 2018, the Sturdza Family Fund, a multi asset vehicle and the Strategic Bond Opportunities Fund, offering a core exposure to fixed income markets.
News • 11-12-2018
Season’s Greetings 2018
We invite you to enjoy our festive film and wish you, your family and colleagues a happy and peaceful festive season and a prosperous 2019.
News • 07-12-2018
Seeking Excellence Across Global Markets
We form exclusive alliances with portfolio managers who are leaders in their sector and have solid, outstanding, demonstrable long-term track records. Eric Sturdza Investments provides its portfolio managers with an extensive infrastructure, supported by independent institutional-quality risk management and controls. Allowing the investment teams to focus purely on portfolio management.