A DECADE OF INVESTING IN EUROZONE LEADERS:
A DECADE OF INVESTING IN EUROZONE LEADERS:
The new sub-fund’s name reflects its objective and investment philosophy: to identify and invest in Eurozone companies offering the most interesting growth prospects and the right valuation - the future leaders in their respective markets!
Mid-cap companies are less dependent from macroeconomic conditions and market cycles than large-caps. They also tend to display better earnings per share growth figures and average lower levels of volatility.
However, their dynamics can be complex and, as they do often have a domestic focus, it is fundamental to have a deep knowledge of both the companies themselves and the environment in which they operate.
GIS Euro Future Leaders takes all these factors into account thanks to a robust bottom-up fundamental stock-picking process focusing on companies with a proven track-record, clear and predictable business models, growth prospects and the potential to become large-caps in the future.
Benefits from the potential growth of Eurozone leaders - current and future
Accesses the wide, diversified and attractive Eurozone small & mid cap universe
Relies on our stock-picking expertise, based on bottom-up fundamental and strategic analysis
Robust investment process based on Free Cash Flows and valuation (proprietary DCF model)
Invests in more than 10 years of experience in selecting leading and winning business models in the Eurozone
“Looking back at the last ten years, we most certainly had to steer through some very challenging and unprecedented market conditions. Despite these, the sub-fund was still able to deliver good returns, a testament to the quality of our investment process.”
– Eric Biassette, Head of Thematic Equity at Generali Investments and portfolio manager of GIS Euro Future Leaders since its launch –
Head of Equity Thematic, lead portfolio manager GIS Euro Future Leaders
26 years of industry experience
Portfolio manager, GIS Euro Future Leaders and GIS European Recovery Equity
16 years of industry experience
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Effective date of sub-fund name change: September 18th 2017.
Past performance is not a guarantee of future performance, and the sub-fund presents a risk of loss of capital. No express or implied liability or guarantee is assumed that the future performance will correspond to the performance described above. The value of and income from fund units or sub-fund units ("Units") may rise or fall. No guarantee can be assumed that the investment objectives of the sub-fund will be achieved. The performance of and income from the Units have to be reduced by costs and taxes. Legal information concerning products, in particular the prospectus, is available from Generali Investments Europe S.p.A. Società di gestione del risparmio or on the website: www.generali-invest.com or on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website www.generali-investments.lu or by distributors. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice.
GIS Euro Future Leaders is a subfund of Generali Investments SICAV (an investment company qualifying as a “société d’investissement à capital variable” with multiple subfunds under the laws of the Grand Duchy of Luxembourg) managed by Generali Investments Europe S.p.A. Società di gestione del risparmio. The information contained in this document is only for general information on products and services provided by Generali Investments Europe S.p.A. Società di gestione del risparmio. It shall under no circumstance constitute an offer, recommendation or solicitation to subscribe units/shares of undertakings for collective investment in transferable securities or application for an offer of investments services. It is not linked to or it is not intended to be the foundation of any contract or commitment. It shall not be considered as an explicit or implicit recommendation of investment strategy or as investment advice. Before subscribing an offer of investment services, each potential client shall be given every document provided by the regulations in force from time to time, documents to be carefully read by the client before making any investment choice. Generali Investments Europe S.p.A. Società di gestione del risparmio, periodically updating the contents of this document, relieves itself from any responsibility concerning mistakes or omissions and shall not be considered responsible in case of possible damages or losses related to the improper use of the information herein provided. Past performance is not a guarantee of future performance and the sub-fund presents a risk of loss of capital. No assurance is released with regard to the approximate correspondence of the future performances with the ones above mentioned. It is recommended to look over the regulation, available on our website www.generali-invest.com. The client shall carefully read the KIID, which must be delivered before subscribing the investment, and the prospectus which are available on our website (www.generali-invest.com), on Generali Investments Luxembourg S.A. (Management Company of Generali Investments SICAV) website (www.generali-investments-luxembourg.com), and by distributors. Generali Investments is part of the Generali Group which was established in 1831 in Trieste as Assicurazioni Generali Austro-Italiche.
Generali Investments is a commercial brand of Generali Investments Europe S.p.A. Società di gestione del risparmio.