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BL Equities Europe PEA

Equity funds

Data as of 17/03/2023

Risk level

LowHigh
Recommended investment horizon : > 10 years

Performance

Average annual performance since launch -1,05 %

Performance as at 17/03/2023

FUNDS
2020---
2021---
2022-25,69 %
Since 01/01/20235,58 %
Over the last 12 months-8,99 %
Over 3 years---
Since launch-2,11 %

Strategy

Investment objective and policy

The fund's objective is to generate long-term capital gains by investing in high-quality European companies which have a sustainable competitive advantage. 75% of the fund’s assets must be invested in companies headquartered in the European Economic Area; the balance is invested in companies listed on a regulated European market. The fund aims to achieve higher risk-adjusted returns than its benchmark universe over a full market cycle. A minimum of 30% of the fund’s assets will be invested in sustainable assets. The fund manager implements an active, long-term strategy based on solid convictions.

General information

Net Asset Value 
Calculated Every business day
NAV class B capitalisation shares (17/03/2023)97,95 EUR
NAV class A distribution shares (17/03/2023)93,48 EUR
CODESISIN capitalisation code : LU2292333940
ISIN distribution code : LU2292333866
WKN capitalisation code : A2QM42
WKN distribution code : A2QM41
Net assets (million)38,52 EUR
Launch date15/02/2021