The fund invests in quality companies and global industry leaders based in Europe. This balanced, flexible portfolio is actively managed according to strict selection criteria that involves identifying businesses with sustained, long-term growth prospects and maintaining a highly disciplined approach to valuations. As a result of rigorous analysis and in-depth knowledge of the companies, we are exceedingly confident in this fund, which is concentrated in a limited number of securities. It is classified under Article 8 of the SFDR.
Funds
Mixed income
Mixed income
Pension funds
Pension funds
Equity
EDM Strategy Fund
- Category European Equity
- SFDR Article 8
- Domicile Luxembourg
Heritage
206.032.498,60€
YTD Return
6,26%
Net asset value
228,080000€
Year
2023
26,01%
2022
-17,81%
2021
29,23%
2020
0,28%
2019
30,42%
1 month
-2,14%
3 months
0,29%
1 year
13,13%
Product Sheet
- ISINLU0847874772
- DepositoryCaceis Investor Services Bank S.A.
- ManagerWaystone Management Company (Lux) S.A.
- AuditorPricewaterhousecoopers Auditores SL.
Past yields do not guarantee future yields.
Since its creation, the EDM Group has managed funds and SICAVS with different investment profiles and registered offices. Their performances achieved very long periods, unusual among independent managers.