May update – preference for defensive portfolio positioning maintained

Willem Vinke takes a closer look at the Funds' performance contributors in May.

April update: Defensive portfolio positioning maintained

Willem Vinke provides his market outlook for the second half of the year.

March review: Cautious outlook remains

Willem Vinke takes a closer look at the Fund's top performing sectors and contributors in March.

February Update: The pricing of risk assets

Willem Vinke discusses the pricing of risk assets in the current environment.

Brexit and potential impact on the Strategic Europe Value Fund

The Strategic Europe Value Fund is currently deemed a PEA compliant Fund, investing on a continuous basis at least 75% of its NAV in eligible assets.

January Update

The Strategic Europe Value Fund returned 5.09%* in January, underperforming its index by -1.1%. The market partially rebounded in January...

December update – there is more to come…

Willem Vinke explains his preference for defensive portfolio positioning given the current environment.

Fund Update – November 2018

The Strategic Europe Value Fund (EUR I Class) returned 0.13% in November, outperforming its index by 1% and the Strategic Global Quality Fund returned 1.20%, outperforming its benchmark by 0.06%.

October update – A preference for defensive portfolio positioning

The Strategic Europe Value Fund declined -4.24% in October, outperforming its index by 1.07 percentage points. The best performing sectors in terms of alpha were Materials and Industrials, due to strong stock selection. The Fund’s overweight to the Consumer Staples and Health Care sectors and its slightly higher cash position also helped.

September update – Cautious view maintained

The Strategic Europe Value Fund returned 0.58% over the month, slightly outperforming its benchmark (+0.53%). Stock selection was strong during September, particularly in the Information Technology and Consumer Staples sectors.