+ ABOUT THIS FUND

This fund is marketed in France, in Germany and Luxembourg. It can only be subscribed by foreign professional clients (institutional, sub-mandated clients) and residents of Luxembourg, France, and Germany.

Strategy: The objective of the subfund is to outperform its benchmark DJ STOXX 50 Net Return (denominated in euro) – it corresponds to the DJ STOXX 50 index reinvested net of taxes (its Bloomberg code is SX5T) on the recommended investment period of 5 years, through the selection of European shares in order to seek long-term capital appreciation.
The MW Actions Europe fund of the Luxembourg SICAV MW ASSET MANAGEMENT is actively managed according to its benchmark, but this does not imply any constraints on the composition of the portfolio, which is left to the fund manager’s discretion. The fund invests at least 65% minimum of its AUM in larger companies (market capitalization of over 1 billion euros) and could invest up to 15% in small & mid-caps.

Additionally the fund could be invested up to 25% of its AUM in money market instruments, debt securities, bonds & convertible bonds from private issuers without rating criteria.

Evolution based on 100 over the selected period

CUMULATIVE
PERFORMANCES

The performance shown is not a reliable indication of future performance. Past performance is not a guarantee for future performance.

OUR
CONTENTS

Monthly Report

KIID

Annual Report

Half-Yearly Report

Net Asset Value History (NAV)

Full Prospectus

Report Archives

SPECIFICATIONS