Funds

Selection Alpha Valeurs Europe

Selection Alpha Values Europe is a UCITS under French international equity law whose management objective is to achieve a net performance of fees higher than its benchmark: the DJ STOXX 600 EUROPE Dividendes Réinvestis.
Our strategy is based on:

  • The identification of companies displaying the best economic performance profile according to the management team.
  • The validation of the above-mentioned performance: financial diagnosis, strategic foundation, financial valuation.
  • The selection of these companies securities according to the undervaluation by the market at a given moment.
  • The construction of a portfolio concentrated between 20 to 50 stocks of large and medium caps.

The UCITS is invested predominantly in European equities in accordance with the following investment rules:
75% to 110% of equity securities of countries comprised in the DJ STOXX 600 EUROPE index, of large and mid caps*, of any sector, including:

  • 60% to 110% in European Union shares.
  • Up to 40% of OECD countries shares outside the European Union.
  • The fund will not invest in companies equities with headquarters in emerging markets.

Selection Alpha Valeurs Europe

  • NAV and performance

    NAV on 08/08/19 107.2 EUR
    Equity exposure 2016 2015 2014 2013
    100.96% 7,20 % - - -
  • ROLLING PERFORMANCE AS OF 8 August 2019

    1 month 3 months 6 months 1 year 2 years
    -2,08 % -0,53 % 5,29 % -3,88 % -7,18 %
  • Performance since inception: +10.1%