A solution tailored for long-term investors via a flexible and diversified portfolio. The Sturdza Family Fund

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.

Eric & Constantin Sturdza“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 TurbervilleAdam Turberville
Director
+44 1481 742380
a.turberville@ericsturdza.com

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A solution tailored for long-term investors via a flexible and diversified portfolio.

Sturdza Family Fund: Objective, Philosophy & Risk Management

In this video the team provide insight on the Fund's primary objective and philosophy, market timing, equity & fixed income selection process, volatility and how risk is managed.


The views and statements contained herein are those of Banque Eric Sturdza SA in their capacity as Investment Advisers to the Fund as of 18/05/2021 and are based on internal research and modelling. Please click on Disclaimer Page to view full disclaimers.

Performance as of 31/08/2021, figures provided by EISSML. Individual performance of the Fund may vary and historical data is not an indication of future results.

DISCLAIMER – IMPORTANT: Capital at Risk. Past performance is no guarantee of future results. 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. For Professional Investors only with the exception of Switzerland where the Fund is approved for qualified and non-qualified investors. This communication is issued by E.I. Sturdza Funds plc, registered for distribution in Austria, Finaland, France, Germany, Ireland, Italy, Luxembourg, the Netherlands, Norway, Spain, Sweden, Switzerland and the United Kingdom. The Fund has appointed E.I. Sturdza Strategic Management Limited, as the investment manager and global distributor and is regulated by the Guernsey Financial Services Commission and registered under Company Number: 35985. 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 the paying agent is Banque Eric Sturdza SA, rue du Rhône 112, 1204 Geneva, Switzerland. They are also approved for distribution in the United Kingdom. This communication 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 prospectus, KIIDs, Articles of association, semi-annual and annual reports of E.I. Sturdza Funds plc can be obtained, free of charges, at www.ericsturdza.com or from the Swiss representative’s head office. The information contained herein is estimated, unaudited and may be subject to change. This communication 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.

Source & Disclaimer of Awards: © 2021 Morningstar, Inc. All rights reserved. Rating provided for B USD Class. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Sturdza Family Fund received a 5 Globe Morningstar Sustainability Award as at 31/07/2021. Out of 2,313 Flexible Allocation funds as of 31/07/2021. Based on 72.75% of AUM. Historical Sustainability Score as of 30/06/2021. Sustainalytics provides company-level analysis used in the calculation of Morningstar’s Historical Sustainability Score. Data is based on long positions only. A high rating alone is an insufficient basis for an investment decision. Past performance is neither a guarantee nor a reliable indicator of future results.