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European Selection Fund - Jul 2022

Factsheet: July 2022


Strategy


The Fund's objective is to achieve optimal capital growth over the long term through the active management of a portfolio of large-capitalisation stocks based primarily in a member country of the European Union or the European Economic Area.

The investment strategy is based on a fundamental analysis. The stock selection process is based on the activity of companies, their governance, financial structure, and development prospects. The fund aims to identify companies with dominant positions, high reinvestment capacity, and low debt.

The recommended investment horizon is 5 years. The reference currency is the Euro.


Markets


European markets rebounded strongly in July, with +5.71% for the Euro Stoxx 50, +6.28% for the Stoxx Europe 600 and +7.03% for the CAC 40.


As a mirror image to June, almost all sectors ended in the green, with the Industrial Goods and Services up the most (+14.27), closely followed by the Consumer Products and Services sector (+14.20%) and the Technology sector (+13.18%). Only the Telecoms sector ended slightly in the red (-0.84%).


The Fund


The FFM European Selection Fund was up for the relevant period (30.06.2022 to 28.07.2022) by +7.19%.


The month’s top three consisted of Alfa Laval (+26.23%), Spirax-Sarco (+24.08%) and ASML (+21.84%). The month’s worst three were Temenos (-5.29%), Kone (-1.90%), and Givaudan (still up +1.78%).



For more information, please email us: contact@fisconsult-sinews.com

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