Fundsight Global Equity Opportunities
Key Information
ISIN LU0334153201
Last updated on 25 April, 2025
Net Asset Value
20.420000
From the previous NAV
1.76%
Fund Currency
EUR
Share class currency
EUR
Fund AUM (in Euro)
45’499’541.55
Strategy Launch Date
November 30, 1899
Dividend Policy
Accumulation
Bloomberg Ticker
LEMEMNE LX
Min. Initial Subscription Amount
Mgmt.
Benchmark
Key Information
ISIN LU0334153623
Last updated on 25 April, 2025
NAV
243.590000
From the previous NAV
1.72
Fund Currency
EUR
Share class currency
EUR
Fund AUM (in Euro)
45’499’541.55
Strategy Launch Date
November 30, 1899
Dividend Policy
Accumulation
Bloomberg Ticker
LEMENAU LX
Min. Initial Subscription Amount
Mgmt.
Benchmark
Synthetic risk reward indicator
Lower risk
Higher risk
1
2
3
4
5
6
7
Typically lower yield
Typically higher yield
Description
- Global equity fund which aims to offer the investor a high risk-adjusted return over the medium/long term.
- The portfolio is invested in long positions in selected global equities.
- The fund aims to generate a net return of more than 10% p.a. over an economic cycle, while outperforming the MSCI World index.
Investment Approach
- Bottom-up fundamental analysis
- Preference for companies characterized by high cash generation and strong growth, purchased at reasonable valuations
- Focus on the longevity of the companies’ business model
- Limited rotation
- – Risk mitigation through investments in high quality companies, characterized by strong resilience during market downturns and remarkable resilience.
Why Invest
To effectively manage the global equity component, pursuing returns above the MSCI World while containing risk.
Did you know?
Fundsight Global Equity Opportunities allows for concentrated investment in global equity market growth through a convinced, efficient and higher-yielding management strategy.
-
Filippo Garbarino
More than 20 years of experience in the financial sector, with a particular focus on global equity markets. Filippo holds a Bachelor’s degree in Business Administration from Georgetown University and…
| Share Class Name | ISIN | Date |
|---|---|---|
| Global Equity Opportunities Cap Ret Eur | LU0334153201 | No factsheet is currently available for this type of country. |
| Global Equity Opportunities Cap Institutional Eur | LU0334153623 | No factsheet is currently available for this type of country. |
Italy – Germany – Austria – Spain
Fundsight S.A Milano Branch
Head of Business Development
Contact person: Emilio Foglia
emilio.foglia@fundsight.com
Address
Switzerland
Fundsight S.A
Business Development & Distribution
Contact person: Cristian Andreoli
bdd@fundsight.com
Address
France – Benelux
Fundsight S.A
Grand Duchy of Luxembourg
Contact person: Stéphane Lenique
Country Manager France
stéphane.lenique@fundsight.com
Address