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.
In this video interview, the investment team provide insight to the following questions:
- What is the Fund’s primary objective and philosophy?
- How does market timing impact your investment process?
- What is the Fund’s equity selection process?
- What is the role of the portfolio’s fixed income exposure in delivering the investment objective?
- What are the Team’s views regarding volatility and the potential impact on compounding?
- How is risk addressed and perceived within the management of the Fund?
Head of Marketing & Client Relations
+44 1481 742380
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.
Please click on Disclaimer Page to view full disclaimers.