New Capital Dynamic European Equity Fund

17.05.2016 14:35 - EFG - New Capital

If you are looking for European Equities please have a look at our New Capital Dynamic European Equity Fund. The fund is a core investment for the Pan-European (including UK) markets. The fund successfully utilizes Global Strategic Asset Allocation and quantitative systems. The team utilizes a four pillar investment approach which they consider a tried and tested stock picking methodology. The objective of the fund is to out-perform the MSCI Europe NR Index. We construct a high conviction portfolio of 50 – 70 long-only stocks (including non-index names) with low business risk at attractive valuations. The fund is diversified across countries, sectors and currencies. The investment team of the fund integrate bottom-up equity research with in-house macro views. They fully embrace and believe in the philosophy and therefore carry it out with motivation and conviction. The process is repeatable and disciplined.

Since inception in Nov. 2011, the fund has outperformed its benchmark by approximately + 24 % (total return). The annual compounded rate of return is 14.4 % (benchmark: 10.7%). New Capital currently holds a AAA Citywire Manager Rating and a Citywire Gold Fund Rating a well as 4 Stars Rating from Morningstar.

For more information please visit www.newcapitalfunds.com.