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Investing in superior companies – beating the fade
The fund invests in an equally-weighted portfolio of 30 leading global companies. These companies must have a dominant business franchise, strong historical returns on investment and visibility on the strength of future earnings. The fund adopts a pure bottom-up approach with a risk control overlay and aims to consistently outperform the broader market.
Shares of companies with high and sustainable cash flow returns on investment and exposure to growth have outperformed the stock markets over mid- and long-term periods. With only modest global economic growth anticipated in the next years, the ability of continuous value creation through high cash flow returns on investment should be particularly appealing and we expect it to result in relative outperformance. Investing successfully in truly global leaders is based on the ability to identify those companies that have a strong brand, product and positioning, enabling them to “beat the fade”.
The fund is a concentrated portfolio of 30 large-cap global stocks. The fund seeks investments in companies that hold leading positions in their particular business fields, deliver high returns on invested capital and have exposure to growth opportunities. The fund managers invest according to a pure bottom-up approach with sector and country allocation applied as a means of risk control. We intend to invest in these companies for 3 to 5 years, hence expect portfolio turnover to continue to be relatively low.
|Data as at 16/10/2019||MTD||YTD||2018||2017||2016||2015||2014|
|UBAM - 30 Global Leaders Equity AC EUR||-1.26%||26.38%||2.14%||7.62%||2.53%||14.18%||17.16%|
Past performance is not indicative of present and/or future results. Price and availability are subject to change without notice. The value of investments may go up or down and investors may not get back the amount invested. Changes in foreign exchange rates may also cause the value of investments to fluctuate.
|Status – Articles of Association||28.08.2017|
Italy: I shares are only notified to the CONSOB.
Singapore: Sub-funds registered with the MAS (Monetary Authority of Singapore) can only be offered to “accredited investors”.
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