The Ignis Argonaut European Alpha fund, invests in a concentrate portfolio of approximately 30-55 (maximum 60) equities from the European markets. This is one of the best investment funds, to capture growth in the european market.
The size of each position will range between one and five percent of the total portfolio, but will tend to be around two to two and a half percent of assets. The managers are very risk aware and also benefit from support from Ignis' independent risk monitoring team.
Investment managers Barry Norris and Oliver Russ have a considerable track record in the management of European equity funds, and they are responsible for all aspects of stock selection and portfolio management. Barry and Oliver aim to provide investors with a "fund for all seasons": rather than focusing on one particular investment style, or structuring a portfolio that will only perform in one particular market environment, they aim to construct a portfolio that has the potential to outperform in all market conditions. The managers seek to identify companies with superior earnings potential relative to the market's expectations, that are attractively valued, and that have unrecognised growth potential. They believe that European equity valuations are at multi-decade lows and sentiment toward equities still poor. They currently think that until corporate profitable increases and economic fundamentals recovery, the recent rally will be unable to continue.
Gaining exposure to global equities is can be risky and many funds in this sector have seen losses of up 40% in recent time. Nevertheless, over a period of 5 years to 8 years, these funds tend to return profit, which can far exceed more cautious investments. We would recommend that only people with a reasonable amount of investment experience and knowledge should consider such a fund.
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