Over eleven year ago we launched the European Conservative Fund. Since then, the fund has not only grown into a sizable fund, but eleven years of performance numbers show us that the fund did exactly what it was set-out to do: Having a lower risk level than the market index, leading to higher compounded returns.
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The fund invests in European low-volatility stocks, based on a bottom-up, factor-based model. The fund's long-term aim is to achieve returns equal to, or greater than, those on European equity markets with lower expected downside risk. The selected low-risk stocks also exhibit relatively high dividend yields, an attractive valuation, strong momentum and positive analyst revisions.
This results in a diversified, actively positioned, low turnover portfolio of defensive stocks aiming to achieve stable equity returns and a high income.
We have invited Jan Sytze Mosselaar, the Portfolio Manager of the fund, to explain this unique approach.