Through the use of an internal proprietary model, this strategy focuses on selecting the best and most undervalued listed familly owned holdings. This strategy offers a wolrdwide diversification in equity and private equity to it's shareholders. The model is applied in private mandates only.
The "Holding 100%" mandate has the following investment policy:
2020 | Performances |
---|---|
Year to Date | -12.48% |
Month to Date | +0.37% |
Yearly volatility | 18.77% |
Years | Performances |
---|---|
2019 | +20.98% |
2018 | -10.74% |
2017 | +13.92% |
2016 | +14.82% |
2015 | +16.90% |
The definition of a holding is quite large, here we decided to focuss on holdings who have the following caracteristics :
After applying these filters, our universe is limited to 40 holdings (very focused approach).
Currency | EUR |
Form | Composite Holdings |
Composite calculation | Monthly |
Management fees | 0.50 % |
Launch date | 31/12/2011 |
Min investment | EUR 1.000.000 |