NOBC Europe

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Selecting major European undervalued securities

The objective of NOAM Europe Value is to achieve long-term capital appreciation using a “value” investment style. It is invested in European equities that are deemed to be undervalued and offer substantial upside potential.
The investment team applies a rigorous two-step process:
- Quantitative selection to enable the identification of value securities according to several valuation criteria
- Qualitative analysis in order to select those securities that are most likely to benefit from a market upturn.
NOAM Europe Value has a more defensive objective than a traditional investment.



Why invest in NOAM Europe Value?

  • to invest in an investment approach that favours steady performances;
  • ;
  • to benefit from an equity investment offering reduced volatility;

  • to give a European equity portfolio diversification in terms of investment styles.

  • Performances

    Calculate Performance :

    from to  
    Month to date 1 year (rolling) 5 years (rolling)
    -4,47% from 30/04/2012 to 15/05/2012 -14,09% from 13/05/2011 to 15/05/2012 -36,44% from 15/05/2007 to 15/05/2012

    Characteristics

  • ISIN code (accumulation shares) : FR0010069195
  • Index: DJ Europe Stoxx 600, special opening
  • Horizon: >5 years
  • Manager: Guillaume Langelier
  • Out performance fees: 20%/index
  • Subscription/redemption: before 5.30pm
  • Actual management fees: 1.75%
  • Entry/exit fees: 2%/0%

  • Documentation available

    Télécharger le doc pdf Monthly Report of 29/01/2010   See archives
    Télécharger le doc produit Simplified prospectus Télécharger le doc produit Full prospectus  

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