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A discretionary and balanced euro zone equity management.
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| Investment Objective |
| The fund’s objective is to outperform the Dow Jones Eurostoxx Price Index (dividends not reinvested) |
| Investment Strategy |
The fund’s management relies on a quantitative and qualitative analysis of companies belonging to the investment universe.
Stocks are selected depending on their economic potential, financial specifications and valuation ratios.
Most of the selected stocks are large capitalizations, but the fund has the possibility to invest in small capitalization up to 35% of net assets.
The selected stocks have to show their implication in sustainable growth and are monitored according to this criteria. |
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Portfolio Managers & Advisors
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| Jerome FAUVEL | Ronald PETITJEAN |
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| Investment Universe |
The fund is invested with a minimum of 90% in euro zone stocks (including France), and marginally in international stocks.
A major part of the selection will be made within stocks belonging to the DJ Eurostoxx index.
domiciliated and/or listed in the E.U.. The remaining 25% can be invested in stocks domiciliated and/or listed in emerging countries or USA. |
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| Management Parameters |
Recommended minimum investment period: 5 years
Reference index: DJ Euro Stoxx Price Index |
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Performances as of 3/11/2010
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| Return Since Inception | 2010 | 2009 | 1-Year Return | 3-Year Return | 5-Year Return | 52-Week Volatility |
| UFG Sarasin Actions Euro | -29.35% | -0.78% | 32.57% | 62.82% | -31.58% | - | 23.08 % |
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Key Figures
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| Net Asset Value | EUR 7,064.91 |
| AUM | EUR 38,415,405.47 |
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Fund Features
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| ISIN Code | FR0010383570 |
| Category | Actions |
| Ticker Bloomberg | - |
| Currency | EUR |
| Creation date | 15/12/2006 |
| Valuation Frequency | Daily |
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