CB European Quality Fund

Investment focus

CB European Quality Fund was launched in 1995 and is a long-only equity fund with a focus on European quality long-term growth companies.

 

Target

CB European Quality Fund aims to outperform its benchmark MSCI Europe Net over 12 months, with a lower standard deviation than the benchmark.

 

Investment model

CB European Quality Fund invests in equities within countries represented in the MSCI Europe Net Index. The fund is actively managed with a concentrated portfolio and investments are done on a long-term basis. The fund management is subject to an ethical framework and the UN Principles for Responsible Investments, UN PRI.

 

Share classes

The fund has three share classes:

  • CB European Quality Fund A (Lux) - ISIN: LU0112589485
  • CB European Quality Fund D (Lux) - ISIN: LU1179404386
  • CB European Quality Fund I (Lux) - ISIN: LU0806934948

In November each year class D pays a dividend to its shareholders amounting to 6% of the NAV of that share class as of the last of October.

Portfolio Managers 

Carl

CARL BERNADOTTE 

Experience:  >30 years
E-mail:
marcus grimfors

MARCUS GRIMFORS

Experience:  9 years
E-mail:
Profilbild2

ALEXANDER JANSSON 

Experience:  9 years
E-mail:
Share prices and values may increase or decrease and investments are always associated with a risk of loss. Past performance is never a guarantee for future performance. The information provided in this report is what we to our knowledge believe is correct based on the information made available to us for the purpose of publishing the information here.