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Luxembourg
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Détail d'un fonds

Funds Detail



BL European Family Businesses

Equity funds

Data as of 12/08/2022

Risk level

LowHigh
Recommended investment horizon : > 10 years

Performance

Average annual performance since launch 4,71 %

Performance as at 12/08/2022

FUNDS
201921,20 %
20204,51 %
202130,71 %
Since 01/01/2022-25,12 %
Over the last 12 months-21,51 %
Over 3 years14,04 %
Since launch29,87 %

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). It aims to generate higher risk-adjusted returns than its benchmark universe over a full market cycle. 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 (12/08/2022)129,87 EUR
CODESISIN capitalisation code : LU1305479153
WKN capitalisation code : A1421F
Net assets (million)121,42 EUR
Launch date06/12/2016

Asset Publisher

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