KIS European Long Only is an equity fund that invests in the European market with a focus on companies that can offer favorable business prospects in the medium term while offering a sufficient level of diversification.
The management style is active, based on a long/short strategy, with an asset allocation of at least 70% of its assets in equities of European issuers.
The investment universe is European, starting from the Stoxx Europe 600 ESG* reference index, according to ESG logic.
The rigorous process of fundamental analysis generates a portfolio which, thanks to the deep knowledge of companies by the management team, selects the stocks of companies that represent the best investment ideas capable of supporting future growth.
The manager and the team of analysts boast extensive expertise in the selection of stocks which represents the discriminating factor of product performance, which is not very dependent on market directionality.
The main objective of management is capital appreciation in the medium to long term, outperforming the reference index with equal or lower volatility.
* Source: The index is owned by STOXX Limited, Zurich, Switzerland, of the Deutsche Börse Group, which accepts no liability for any errors or omissions.
Recording date May 2022
European equity fund
Active management style through the selection of securities with bottom-up approach
Focused on European equities with reference to the Stoxx Europe 600 ESG index
To obtain capital appreciation over the long term by obtaining returns higher than the reference index, maintaining a volatility equal to or less than
Highest risk indicator in the Sub-fund. For details of the individual classes, please refer to the KID