Seeking Excellence Across Global Markets

EI Sturdza Investment Funds - Seeking Excellence Across Global Markets

 

Our excellence lies in our ability to identify and develop exclusive relationships with world-class investment advisers with outstanding and demonstrable track records. 

Partnering with EI Sturdza allows each investment team to focus on investment opportunities in which they have expertise and experience, supported by independent institutional-quality risk management and controls.

We believe this innovative environment allows our award-winning investment teams to flourish and focus on what they do best – managing money – and supports EI Sturdza's objective and our investor’s needs in the search for excellence in global markets.
 


Meet a selection of our Portfolio Managers

Lilian Co
Portfolio manager of the Strategic China Panda Fund >


Lilian Co discusses the Fund’s major positive contributors, its increased exposure to China banks, the significance of consumer discretionary and Chinese stock classification. Interview recorded 19/06/2018.

 

Willem Vinke
Portfolio manager of the Strategic Global Quality Fund > and Strategic Europe Value Fund >

The Strategic Global Quality Fund launched in December 2014, and is Three Star Rated (three year and overall) by Morningstar. The rating recognises the strong risk / return profile that the Fund has delivered to investors since inception. In addition, Citywire has also acknowledged the Fund’s risk adjusted performance, awarding EI Sturdza a Bronze rating in the Equity – Global sector, placing EI Sturdza in the top quartile of all fund groups within the sector. Willem is also the portfolio manager of the Strategic Europe Value Fund. Willem has been involved in the management of European equity funds since 1995 and has been in the financial industry since 1992. The investment objective of the Fund is to achieve long term capital growth.

 
Mitsuhiro Yuasa
Portfolio manager of the Strategic Japan Opportunities Fund >


Mitsuhiro Yuasa discusses company ownership, which sectors and stocks benefit most from the profitability of Japanese companies, labour shortage and Japan’s productivity. Interview recorded 29/05/2018.
 
Bertrand Faure
Portfolio manager of the Strategic European Smaller Companies Fund >
 

Bertrand Faure discusses how small-cap equity markets in Europe have evolved in recent years.

 

Eric Vanraes
Portfolio manager of the: Strategic Euro Bond Fund >Strategic Global Bond Fund > and Strategic Quality Emerging Bond Fund >

Eric Vanraes, fixed income portfolio manager, discusses his three bond funds covering both developed (EUR denominated and USD denominated) and emerging fixed income markets.
 

Yutaka Uda
Portfolio manager of the Nippon Growth (UCITS) Fund >


Yutaka Uda discusses key growth areas for the Japanese economy and where he sees value in the short and long term. Interview recorded 08/06/2018.

 

 


Fund Enquiries


If you require any additional information, please contact:

Adam Turberville
Head of Client Relations
+44 1481 722 322
funds@eisturdza.com

 

 

 

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© 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. All Morningstar Ratings data calculated to 31/10/2018. Morningstar Rating past performance is no guarantee of future results. For more detailed information about Morningstar Rating, including its methodology, please go to: http://corporate.morningstar.com. 

Source and copyright: Citywire 2018. The Group Ratings are based on EI Sturdza's rolling risk-adjusted performance across the sector for the period of 30 June 2011 to 30 June 2018. Source and copyright: Citywire 2018. The Ratings are based on the Manager’s three-year risk-adjusted performance to 31/10/2018. Citywire information may not be copied and Citywire excludes any liability arising out of its use.

The views and statements contained herein are those of LBN Advisers Limited in their capacity as Investment Adviser to the EI Sturdza Strategic China Panda Fund as of 19/06/2018 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in the views and statements by LBN Advisers Limited are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although LBN Advisers Limited believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

The views and statements contained herein are those of Rheos Capital Works Inc. in their capacity as Investment Adviser to the EI Sturdza Strategic Japan Opportunities Fund as of 29/05/2018 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in the views and statements by Rheos Capital Works Inc. are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Rheos Capital Works Inc. believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

The views and statements contained herein are those of Evarich Asset Management in their capacity as Investment Adviser to the Nippon Growth (UCITS) Fund as of 08/06/18 and are based on internal research and modelling. This does not constitute independent research and under no circumstances should the information contained therein be used as a recommendation to buy or sell any security or financial instrument or service or to pursue any investment product or strategy or otherwise engage in any investment activity or as an expression of an opinion as to the present or future value of any security or financial instrument. Nothing contained in Evarich Asset Management’s views and statements are intended to constitute legal, tax, securities or investment advice. The views and statements contain “forward-looking statements”. All projections, forecasts or related statements or expressions of opinion are forward-looking statements. Although Evarich Asset Management believes that the expectations reflected in such forward-looking statements are reasonable, it can give no assurance that such expectations will prove to be correct, and such forward-looking statements should not be regarded as a guarantee, prediction or definitive statement of fact or probability.

Further insights

December 2018

Sturdza Family Fund – Benchmarks

The Sturdza Family Fund launched on the 14th December 2018 with the aim of providing our investors with a solution within the multi asset space in light of increasing volatility, offering dynamic exposure to global markets.
December 2018

Strategic European Smaller Companies Fund - 2018 Performance Review

Mid December, the Fund’s year to date performance stands at approximately -25% (as at 14/12/2018) while the Fund’s benchmark has lost ~8.5%. Since inception in May 2015, the Fund has returned +4% while the benchmark is down by -2%. Most of the outperformance created in 2015, 2016 and 2017 evaporated this year.