PRIMARILY INVESTS IN
  • European equities
INVESTMENT HORIZON
  • Long-term (over 5 years)
CURRENCY
CATEGORY
  • Equity Funds
DISTRIBUTION
BY REGION / SECTOR
  • Europe

Features

Where it invests:

The Europe CoreSM Equity Portfolio mainly invests in equities and other transferable securities associated with European mid and high cap company shares and is valued in Euro.  Mid and high cap companies are companies whose listed shares are worth more than €500 million at the time of investment. Return is benchmarked against the MSCI Europe Index. What sets this portfolio apart is that it uses the CORE strategy. This is a multi-factor model developed by Goldman Sachs (CORE standing for Computer Optimized Research Enhanced) that is designed to predict how transferable securities will perform so that the best possible choice of equities and portfolio structure can be made..


Who is it for: 

Investors with a long-term investment horizon over 5 years, looking to invest their money in the shares of European companies using innovative forecasting techniques.

MUTUAL FUNDS & UNITS IN COLLECTIVE INVESTMENT SCHEMES HAVE NO GUARANTEED RETURN & PAST RETURNS DO NOT GUARANTEE FUTURE ONES