Luxembourg
16 Boulevard Royal – L-2449 Luxembourg
 
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BL European Family Businesses

Equity funds

Data as of 17/03/2023

Risk level

LowHigh
Recommended investment horizon : > 10 years

Performance

Average annual performance since launch 4,26 %

Performance as at 17/03/2023

FUNDS
20204,51 %
202130,71 %
2022-30,04 %
Since 01/01/20237,11 %
Over the last 12 months-8,89 %
Over 3 years40,10 %
Since launch29,97 %

Strategy

Investment objective and policy

The fund's objective is to generate long-term capital gains by investing in high-quality European companies that have a sustainable competitive advantage and a strong family imprint (the family has partial control or direct or indirect representation on the Board). The fund may also invest in companies that are partially controlled by one or more entrepreneurs or foundations. It aims to generate 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)129,97 EUR
CODESISIN capitalisation code : LU1305479153
WKN capitalisation code : A1421F
Net assets (million)117,42 EUR
Launch date06/12/2016