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Egerton Capital Equity Fund plc

Global developed market large cap-biased equities. Active bottom-up focused strategy with concentrated portfolio.

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Über den Fonds

Daten zum

Egerton Capital is a London-based independent investment management firm founded in 1994 by John Armitage. The firm manage only two strategies - equity long-only and long/short - and employ a fundamental, bottom-up, research-intensive stock picking approach, investing predominantly in large cap, liquid, global equities. The firm manages over US$19bn of AUM.

The Egerton Capital Equity Fund is an actively managed fund that aims to provide investors with attractive risk adjusted absolute and relative returns over the medium to long term by investing in equity securities globally, including emerging markets with a large-cap focus. The manager believes that equity markets are inefficient and that research into individual companies can yield superior investment returns. Fundamental research and equity evaluation are important drivers within the investment process that assesses the companies by valuation margin of safety, strong balance sheets, revenue and earnings growth, accessible management, and quality of earnings. The fund has a minimum investment threshold of 75%. The fund typically holds 30-60 positions.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

Egerton Capital Equity Fund plc

Ann. Rendite (3 J.):
22.63%
Ann. Rendite (5 J.):
9.43%
Ann. Rendite (10 J.):
13.77%
Ann. Standardabweichung (5 J.):
16.38%

This fund represents active exposure to global developed markets large cap-biased equities.

Benchmark-Renditen

SPDR MSCI All Country World UCITS ETF

Ann. Rendite (3 J.):
22.50%
Ann. Rendite (5 J.):
11.44%
Ann. Rendite (10 J.):
12.76%
Ann. Standardabweichung (5 J.):
14.46%
Link zum Fonds-FairSheet

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Allocation 80/20 Fund

Ann. Rendite (3 J.):
17.21%
Ann. Rendite (5 J.):
8.23%
Ann. Rendite (10 J.):
—
Ann. Standardabweichung (5 J.):
12.49%
Link zum Fonds-FairSheet

The Dimensional World Allocation 80/20 Fund is our FAIRHORIZON Orange reference benchmark solution that has 80% global developed equities and 20% global investment grade short-to-medium maturity bonds for global defensive equity-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET™  Egerton Capital Equity Fund plc  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This fund represents active exposure to global developed markets large cap-biased equities.

Differentiated portfolio

The fund focuses on a fundamental bottom-up investment approach to look for quality companies that can yield superior investment returns.

Liquidity

The fund has a weekly trading liquidity with 7 calendar days notice period.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-35.09%
Erholungsperiode
142 Tage

Diversifizierung

Top 10 Positionen

  • Keine Top-Positionen-Daten—

Sektoren

  • Keine Sektor-Daten—

Geographie

  • Keine Geo-Daten—