OUR PRODUCTS

RAVEL PRIMA EUROPE

Ravel Prima Europe

FUND OBJECTIVE

The objective of Ravel Prima Europe is to generate above market returns based on a non-correlated stock picking approach with strict risk management discipline. The fund invests mainly in European large cap stocks. The reference index is the MSCI Europe ex UK and the typical investment horizon is 2 to 3 years. The fund is normally fully invested.

INVESTMENT STRATEGY

Fundamental research is the core of our investment process. We focus our investments on companies that have attractive price relative to their long-term normalized earnings. Also, we are interested in companies that can employ incremental capital at a high rate of return. Each stock owned has a price target and only significant upside potential over a two-year horizon will trigger inclusion in the portfolio. The portfolio is divided into five groups: industrial, financial, energy, defensive, and consumer cyclical. The portfolio is comprised of around fifty stocks. 

 

 

RAVEL PRIMA EUROPE

ISIN: LU0573792511 Class A
ISIN: LU0573793592 Class B
NAV* 167.45
Month to date -1.40%
Year to date +13.43%
Bloomberg code RARIEUA LX
*NAV as of 21/11/2017
Euro Stoxx 50 (MTD) -2.58%

The NAV of the Ravel Funds is available every Tuesday.

Subscriptions:

before 12:00 am Monday

Redemptions:

before 12:00 am Monday

Insitutional Class A:

minimum investment 250.000 Eur

Retail Class B:

minimum investment 10.000 Eur