EI Sturdza Strategic Global Quality Fund USD Inst

Ranked 54 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Willem Vinke

Willem Vinke is a portfolio manager of the Strategic Europe Value Fund managed by EI Sturdza Investment Funds. He has been involved in the management of European equity funds since 1995 and has been in the financial industry since 1992. Vinke is the CEO and CIO of Lofoten Asset Management. He holds an MSc in Economics from the London School of Economics and is a Chartered Financial Analyst.

Objective

The Fund aims to maximize return on your investment through investment primarily in equities or other asset classes representing the return of equity securities listed on exchanges globally. Investment will normally be concentrated in a portfolio of 20-30 individual securities and will emphasise investment in global companies that have a minimum market capitalization of USD 1 billion. Investment in emerging markets, to include Russia, will be limited to 25% of assets.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -0.4% -6.3% 8.3% 6.6% -7.9%
2017 18.5% 9.5% 2.6% 0.1% 5.4%
2016 13.0% 2.1% 9.9% 4.1% -3.4%
2015 22.2% 7.9% -4.1% 6.3% 11.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. France
  3. Germany
  4. Ireland
  5. Norway
  6. United Kingdom

Fund Info

  • Launch date29/12/2014
  • Share Class size28Mn
  • Base currencyUSD
  • ISIN IE00BTC0JX61

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).