Stamina

345,68 +0,33 %

Fourton Stamina selectively invests in high-quality small and medium-sized European companies that operate in non-cyclical industries. In accordance with Fourton’s investment philosophy, share picking is used in the selection of portfolio investments. Most of the fund’s investments are in the consumer and health care sectors in German-speaking Europe. The maximum market value for an investment in the fund is EUR 8 billion.

Portfolio management

Yield

1 day
+0,33 %
1 month
+3,09 %
3 months
-4,86 %
12 months
-13,90 %
3 years
+27,64 %
5 years
+37,46 %
Year-to-date
+5,39 %
Since inception
+245,68 %

Fees

Minimum subscription
500 €
Subscription fee
0,00 %
Redemption fee
20 €
Management fee
0,6 %

Prices may be negotiated based on the overall customer relationship.

Fund value 16.01.2019 345,68

Risk-return profile:

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Why invest in Stamina?

  • The fund invests in carefully chosen, personally and thoroughly researched high-quality companies that are leaders in their field and generally have low levels of debt.
  • Stamina’s investment strategy is to pick shares from what are known as non-cyclical sectors. Historically, the fund has had low volatility, since the portfolio companies’ earnings are not strongly linked to GDP growth.
  • The Stamina fund has offered especially good returns compared to other European equity funds under poor market conditions.
  • The fund is especially well suited for investors seeking steady returns.

Further information


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