A portfolio built to weather extreme scenarios
The Sturdza Family Fund
2020 will be a year to be remembered. We are in the midst of a great upheaval that affects us all, with the economy and financial markets remaining volatile and unpredictable.
The crisis has 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 our Fund is to offer stability and long-term performance, while offering downside protection. The Fund is a multi-asset 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 exceptional managers aim to give clients access to the best investment ideas, and despite 2020 being a challenging year, we have looked to capture the opportunities through our investment process.
The Fund has delivered 8.16% YTD (through to the end of August), following a return of 18.02% in 2019, an indication of the quality of our investment philosophy and approach.
The video interview below provides an introduction to the Sturdza Family Fund by Eric and Constantin Sturdza.
If you share our investment philosophy and seek long-term returns, we would be delighted to count you among our investors in the Sturdza Family Fund.
For further information please contact:
Head of Marketing & Client Relations
+44 1481 742380