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.
Introducing our award-winning funds
|Fund||Overall Rating||3-Yr||5-Yr||Morningstar Category||ISIN|
|Strategic China Panda Fund||★★★||★★★★||★★★||EAA Fund China Equity||IE00B3DKH950|
|Strategic Global Quality Fund||★★★||★★★||-||EAA Fund Global Large-Cap Blend Equity||IE00BTC0JX61|
|Strategic Europe Value Fund||★★★★||★★★||★★★★||EAA Fund Europe Large-Cap Growth Equity||IE00B7TRTL43|
|Strategic European Smaller Companies Fund||★★★||★★★||-||EAA Fund Europe Small-Cap Equity||IE00BWCGWH04|
|Nippon Growth (UCITS) Fund||★★||★||★||EAA Fund Japan Large-Cap Equity||IE00B97RRK58|
|Strategic US Momentum
& Value Fund
|★★||★||★★||EAA Fund US Large-Cap Value Equity||IE00BFH59M74|
|Strategic Euro Bond Fund||★||★||★||EAA Fund EUR Corporate Bond - Short Term||IE00B86MPF55|
|Strategic Global Bond Fund||★★||★||★||EAA Fund USD Flexible Bond||IE00B7WNNX93|
Meet a selection of our Portfolio Managers
Strategic China Panda Fund >
Lilian Co, portfolio manager of the Strategic China Panda Fund explains why China’s 'New Economy', a term she uses to describe the region’s growing technology, healthcare and education sectors, is likely to lead the market to sustained economic growth over the longer term. The Strategic China Panda Fund returned 63% in 2017 (as at end of December 2017).
Strategic Global Quality Fund >
The Strategic Global Quality Fund advised by Willem Vinke launched in December 2014, and is Four 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.
Strategic Europe Value Fund >
Willem Vinke 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.
EI Sturdza Group Awards – Recognition for European Equities
Our strong track record of investing in European equities, led by Willem Vinke and the Strategic Europe Value Fund, helped EI Sturdza take home the coveted Best Equity Fund Group for Europe prize at Citywire’s Swiss and Italian awards in 2017 – a great achievement for the team!
The strength of the strategy utilised in the management of the Strategic Europe Value Fund was further endorsed during 2017 when the team were selected to manage their first institutional mandate of EUR 600 million for a Middle Eastern sovereign wealth fund.
Strategic Japan Opportunities Fund >
Mitsuhiro Yuasa, portfolio manager of the Strategic Japan Opportunities Fund, outlines the background to Rheos Capital Works and the partnership with EI Sturdza to form the Strategic Japan Opportunities Fund. In addition, Yuasa provides an overview of their investment process, philosophy and strategy.
Strategic European Smaller Companies 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.
If you require any additional information, please contact:
Head of Client Relations
+44 1481 722 322
© 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 04/10/2018. 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 31 December 2010 to 31 December 2017. Source and copyright: Citywire 2018. The Ratings are based on the Manager’s three-year risk-adjusted performance to 31/07/2018. Citywire information may not be copied and Citywire excludes any liability arising out of its use.