Holdings Certificaat

Een zuivere holdingsportefeuille om te profiteren van langetermijntrends

Overzicht

Holdings Certificate volgt een actief beheerde long-only aandelenindex, de Eurinvest Holdings Index. De index is samengesteld uit holdings die gevestigd zijn in de Europese Economische Ruimte en in OESO-landen.

De beleggingsstrategie van het fonds is gebaseerd op het Holdings Discount model dat inspeelt op de korting waartegen een Holding doorgaans wordt verhandeld (marktwaarde) in vergelijking met de reële waarde van haar activa (intrinsieke waarde).

De onderliggende index is voortdurend volledig belegd in aandelen, zonder beperkingen ten aanzien van sectoren, valuta’s of kapitalisaties.

The universe of Holdings companies is limited but offers various advantages: substantial undervalued assets, diversification, indirect access to private equity investments and long term entrepreneurial and family strategic approach.

The use of an internal proprietary model allows the index to properly identify this fundamental market dislocation and compare it to historical trends. Thorough financial analysis need to support an investment signal leading to a mean reversion of the discount.

This quantitative approach paired with thoroughly fundamental analysis enables to deliver recurring outperformances on a long investment horizon.

Sectoriële blootstelling

Risico-Indicator

For more information about the Fund risks, please refer to the Fund prospectus and KIIDS

Aandelen Geografische Spreiding

Wettelijke Documenten

Holdings Certificaat Prospectus

Holding Certificate - Prospectus Download Holding Certificate Prospectus. Holding Certificate is issued by Exane based on our proprietary Holdings Index. About The Prospectus provides information about the Certificat and the Portfolios and contains information which...

Commerciële Documenten

Holdings Certificaat Mei 2022

Holdings Certificate Monthly Report - July 2021   Download Holdings Certificate Monthly Report. About The Factsheet provides information about the Fund's end-of-month Portfolio. It contains information to understand the fund's performance over the last month for...

Holdings Certificaat April 2022

Holdings Certificate Monthly Report - July 2021   Download Holdings Certificate Monthly Report. About The Factsheet provides information about the Fund's end-of-month Portfolio. It contains information to understand the fund's performance over the last month for...