W&F Issue 3 2018
The value of the funds and the income which may be generated from it can go down as well as up and therefore the investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. Performance data does not take into consideration commissions and costs charged at the time of issuance of the shares. E.I. Sturdza Funds Plc and its sub-funds, are Irish funds authorized by Irish Central Bank. This communication is issued in Guernsey by E.I. Sturdza Strategic Management Limited which is regulated by the Guernsey Financial Services Commission. Any investments or investment services mentioned on this communication are not intended for retail customers. Consequently, this communication is only made available to professional investors and eligible counterparties and should not be relied upon by any person that does not possess professional experience in relation to investments. If you are in any doubt as to whether you possess suitable experience in relation to investments please consult your financial adviser. Under no circumstances should this document be forwarded to anyone in the United Kingdom who is not a professional client or eligible counterparty as defined by the FCA. The information contained herein is estimated, unaudited, may be subject to change and reflect the performance of the relevant funds during the period indicated. Any opinions or estimates expressed herein are at the date of preparation and are subject to change without notice. No such opinions or estimates constitute legal, investment, tax or other advice. This document is intended for information purposes only and is not intended as an oer or recommendation to buy, sell, or otherwise apply for shares in the funds. MORNINGSTAR: Source Morningstar. Total return performance up to 31 December 2017. Copyright © Morningstar UK Limited. 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. Please review the Morningstar disclaimers at http://corporate.morningstar.com. CITYWIRE: Source and copyright. Willem Vinke is A rated and Lilian Co is AA rated by Citywire for their three year risk adjusted performance, across all products, over the period to the 31 October 2017. Citywire information is proprietary and confidential to Citywire Financial Publishers Ltd (Citywire), may not be copied and Citywire excludes any liability arising out of its use. Copyright Morgan Stanley Capital International, Inc 2016. All Rights Reserved. Unpublished. PROPRIETARY TO MORGAN STANLEY CAPITAL INTERNATIONAL INC. SEEKERS OF EXCELLENCE We find and select investment managers with proven track records to give investors peace of mind. From Europe to China to global markets, we make the complex world of investing simple. We’re EI Sturdza. We go beyond the conventional. eisturdza.com For more information please contact Adam Turberville +44 1481 742 380
[email protected] Strategic Europe Value Fund Strategic Global Quality Fund Strategic European Smaller Companies Fund EQUITY – EUROPE Jun 2010 to Jun 2017 Strategic Japan Opportunities Fund 29.10.2010 29.12.2014 05.05.2015 16.03.2017 121.16 Strategic China Panda Fund 03.10.2008 255.44 40.76 38.44 27.98 28.95 41.97 – – – 56.67 85.43 – – 82.25 Since inception 13.09 29.74 22.80 – 62.99 1 year 3 years A AA A – – Citywire Rating 5 years Launched Fund Performance (%) Fund Group Awards – – Morningstar Rating EI STURDZA INVESTMENT FUNDS ITALY EI STURDZA INVESTMENT FUNDS SWITZERLAND FI170018
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