Seven Fortress Fund

Investment Objective

The fund’s objective is to outperform the capitalised EONIA over a minimum investment horizon of five years. The investment process is based on three stages: 1) Screening of the securities making up the Stoxx Europe 600 index and SP500, eliminating securities with a low daily volume. 2) Classification of securities according to various criteria, such as momentum, risk and business ratios. 3) Filtering securities with too high a volatility level. Following these three stages, the fund will have on average 100 European securities and 100 US securities in its portfolio.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.0 0.7 0.3 0.9 0.1 0.8 0.6 0.2 0.1 0.9 0.8 0.8 0.6
2019 0.8 0.0 0.7 0.9 0.6 0.3 0.6 0.6 0.7 0.6 0.2 0.1 0.6

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