We are in the midst of a great transition that affects us all, with the economy and financial markets evolving rapidly to address new challenges, demands and the socially conscious mindset of today’s investors.
“This transition and evolution in the markets have underlined the concerns we [Eric and Constantin Sturdza] have had as a family for years: ‘How to preserve a family legacy and make it bear fruit for future generations?’”
To meet this ambition, Eric Sturdza Investments launched the Sturdza Family Fund in December 2018. The objective of the Fund is to offer stability and long-term performance while offering downside protection. The Fund is a global flexible allocation product that invests in high-quality global equities with good visibility of future profits, blending this with fixed-income investments that help to preserve capital and deliver performance.
Our team of experienced managers aim to give clients access to the best investment ideas, capturing opportunities when they present themselves through a robust and disciplined investment process. The Fund has delivered an annualised return of approximately 13% since inception – an indication of the quality of our investment philosophy and approach. Past performance is not indicative of future results. Further information on the performance of the Fund is available on the Fund’s factsheet here.
As always, we invite investors, or prospective investors in the Sturdza Family Fund to discuss the opportunities with the investment team if they would like to understand our views on the current situation and the positions held in the portfolio. Please do not hesitate to contact Adam or visit the Sturdza Family Fund Page >
Adam Turberville
Director
+44 1481 742380
a.turberville@ericsturdza.com