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A selection of international stocks specialized on the theme of natural resources’ preservation.
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| Investment Objective |
| The fund’s objective is to outperform the MSCI World (euro denominated), taking advantage of the financial potential of companies involved in natural resources. |
| Investment Strategy |
The fund’s investment strategy is focused on the selection of high-potential stocks positioned to take advantage of long-term growth driven by the modern world’s structural trends.
The portfolio manager implements a diversified investment policy centered on natural resources’ scarcity, investing in companies having as main activity trading in:
- commodities (including agricultural products)
- metals (including gold)
- energy
The investment process aims at identifying the best specialists in each selected domain, or those benefiting from an increasing importance, with priority given to large capitalizations. |
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Portfolio Managers & Advisors
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| Jean-Antoine BREUIL | Alexandre BARAZZA |
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| Investment Universe |
| The fund is mainly invested in international stocks, with a minimum of 60% domiciliated and/or listed in the E.U., USA or emerging countries. |
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| Management Parameters |
Recommended minimum investment period: 5 years
Reference index: MSCI World Price Index (euro denominated) |
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Performances as of 3/10/2010
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| Return Since Inception | 2010 | 2009 | 1-Year Return | 3-Year Return | 5-Year Return | 52-Week Volatility |
| UFG Trend Resources | 59.18% | 1.97% | - | - | - | - | - |
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Key Figures
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| Net Asset Value | EUR 15,912.18 |
| AUM | EUR 33,288,116.70 |
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Fund Features
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| ISIN Code | LU0414218197 |
| Category | Actions |
| Ticker Bloomberg | - |
| Currency | EUR |
| Creation date | 12/03/2009 |
| Valuation Frequency | Daily |
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