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EQS-News: E.I. Sturdza Strategic Management Limited / Key word(s): Funds/Miscellaneous
E.I. Sturdza Strategic Management Limited: Strategic European Silver Stars Fund wins Lipper Fund Awards in Austria, Germany and Switzerland
30.03.2023 / 10:39 CET/CEST
The issuer is solely responsible for the content of this announcement.
Eric Sturdza Investments: Strategic European Silver Stars Fund wins Lipper Fund Awards in Austria, Germany and Switzerland
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Fund awarded best fund in the category “Equities Europe Small and Mid Caps” over periods of three and five years in Austria, Germany and Switzerland
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Rating refers to risk-adjusted return compared to peer group
Frankfurt, 30 March 2023 – Eric Sturdza Investments, the asset management business of Banque Eric Sturdza, is pleased to announce that its Strategic European Silver Stars Fund (ISIN: IE00BWCGWH04), advised by Bertrand Faure and his team at Pascal Investment advisers, a European small and mid cap equity fund, has won several awards at this year’s Refinitiv Lipper Fund Awards (“Lipper Fund Awards”) in Austria, Germany and Switzerland for its above-average risk-adjusted return compared to its peer group.
At the Lipper Fund Awards Austria, the Lipper Fund Awards Switzerland and the Lipper Fund Awards Germany, the Strategic European Silver Stars Fund was ranked best fund in the category “Equities Europe Small and Mid Caps” over a term of three and five years.
For over 30 years, the Refinitiv Lipper Fund Awards have honoured the best-performing funds of the respective peer group over a term of three, five and ten years in 17 different countries. The rating is determined on the basis of an independent, quantitative research model.
Bertrand Faure, Portfolio Manager of the Strategic European Silver Stars Fund, comments: “The past years have been tough with many changes thrown at investors, yet the team and our investment approach has stood the test of time. We continue to work diligently analysing company fundamentals to identify the differentiated opportunities that markets have misunderstood or overlooked, enabling us to add value regardless of the market’s overall direction.”
“This excellent performance is evidence of the hard work, dedication and expertise of the investment team, whose thoughtful investment decisions drive the outperformance of this fund,” says Andreas Söderholm, Head of Eric Sturdza Investments.
About the Strategic European Silver Stars Fund
The Strategic European Silver Stars Fund (ISIN: IE00BWCGWH04) was launched in 2015. The investment team, led by Bertrand Faure and his team at Pascal Investment Advisers, invests primarily in small and mid caps of European companies. The investment strategy is based on bottom-up stock selection using a proprietary research process.
The fund has a Morningstar overall rating of four stars as well as a Morningstar rating of five stars for a term of three years. In the Citywire rating, the fund was ranked first in the category “Equities Europe – Small and Mid Caps” over a three-year period. Portfolio manager Bertrand Faure also has the highest possible AAA Citywire fund manager rating.
In accordance with Regulation (EU) 2019/2088 on sustainability-related disclosure requirements in the financial services sector, the Strategic European Silver Stars Fund is classified as a fund that promotes environmental and/or social characteristics.
About Eric Sturdza Investments
E.I. Sturdza Strategic Management Limited (“Eric Sturdza Investments”) was founded in November 1999 and is part of the Geneva-based Eric Sturdza Group, which incorporates private bank, family office, wealth manager and management company. Eric Sturdza Investments is responsible for the Group’s fund distribution activities, currently relying on exclusive partnerships with selected portfolio managers, all of whom are leaders in their fields and have a solid and long-term track record. Eric Sturdza Investments provides its portfolio managers with a comprehensive infrastructure that allows them to focus on pure portfolio management. Since its foundation more than 20 years ago, the investment company has won numerous awards.
Please find more information on https://ericsturdza.com/de/
Press contact:
edicto GmbH
Dr. Sönke Knop / Jessica Pommer
Eschersheimer Landstraße 42
60322 Frankfurt am Main
Tel. +49 (69) 905 505-57
Disclaimer
Refinitiv Lipper Fund Awards, ©2023 Refinitiv. All rights reserved. Used under license.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Investments involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to beat the risks of a substantial impairment or loss of their entire investments. Past Performance is no guarantee of future results.
This communication is issued by Eric Sturdza Management Company S.A. (“ESMC”), a regulated Management Company approved by the Commission de Surveillance du Secteur Financier under registration ID S00001025 and appointed by the Fund, registered for distribution in the countries mentioned in this document. ESMC’s registered office address is 16, rue Robert Stumper, L-2557 Luxembourg. ESMC has appointed E.I. Sturdza Strategic Management Limited (“EISSML”), as the investment manager and global distributor which is regulated by the Guernsey Financia Services Commission and registered under Company number 35985. EISSML’s registered office is 3rd Floor, Maison Trinity, Rue du Pre, St Peter Port, Guernsey, GY1 1LT. EISSML is part of the Eric Sturdza Group. E.I. Sturdza Funds plc and its sub-funds are Irish funds authorised by the Central Bank of Ireland. The information contained herein is estimated, unaudited and may be subject to change.
30.03.2023 CET/CEST Dissemination of a Corporate News, transmitted by EQS News – a service of EQS Group AG.
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