Keppler Lingohr Global Equity
Description - Strategy (KLGE)
The Keppler Lingohr Global Equity is a global equity fund. The fund is managed by two independent asset management companies - Keppler Asset Management, New York and Lingohr & Partner Asset Management. Keppler Asset Management is responsible for the country allocation while Lingohr & Partner selects the stocks.
The fund pursues a long-term, value-oriented and systematic investment approach. Its foundation consists of a systematic stock screening (CHICCO) combined with fundamental analysis of all buy candidates.
Portfolio construction is characterized by equal-weighting country-modules as well as single stocks within these modules in order to be broadly diversified and to avoid cluster risks. The fund's objective is to achieve long-term asset growth and outperformance against the benchmark.
|Fund size (12/31/2015):||EUR 17.45m|
30th of June
Performance related fee:
|20% outperformance adv. benchmark|
Performance (Net of fees in EUR and USD):
Note - Benchmark change
*Benchmark before July 1, 2013: MSCI World Net
Legal note - Performance below tables (KLGE)
Past performance of financial instruments is no guarantee of future results.