To achieve this goal, the fund’s management has chosen a discretionary approach among recovering companies.
The selection process focuses on companies that have already started their recovery, possess a healthy financial structure, and, where data is available, take into account improvements in customer satisfaction.
Our commitments —
A demanding exclusion list: 0% exposure to fossil fuels, arms and tobacco
More information on Trusteam’s commitment
Funds’ evolution —
Past performance is not necessarily indicative of future performance.
The information presented above does not constitute a contract or investment advice. The value of the investment may vary according to market fluctuations, and the investor may lose all or part of the capital invested, as UCIs are not capital guaranteed. Access to the products and services presented here may be subject to restrictions for certain persons or countries. Tax treatment depends on individual circumstances. Before subscribing, and for any further information on the characteristics, risks and fees of the UCI, investors are invited to read the regulatory documents available on the page of each UCI.
Management team —
Why should you chooseTrusteam Selective Recovery? —
– Capital appreciation over the long term
– Values identified based on various criteria, considering that valuation occurs at the end of the selection process:
• Improvement in market conditions (economic and sectoral)
• Change in strategy, reorganization, management change
• Financial publications exceeding expectations
• Rebuilding of cash reserves
• Cash generation
• Return of ‘pricing power’…
– The level of customer satisfaction for the company within the ROC* process may be considered when data is available
– A fund that adheres to Trusteam Finance’s exclusion policy: fossil fuels, arms, gambling, tobacco, etc. -Enjoy tax benefits associated with PEA while investing internationally
Annual Performance —
Technical data —
Technical characteristics —
Reference indicator
Net dividends reinvested
Recommended minimum investment horizon
Quotation
Funds managers
SRI*
ISIN
Bloomberg
Valuation price
Custodian
Valuer
Type
Management fee incl. VAT
Administrative fee incl. VAT
Entrance fee incl. VAT
Exit fee incl. VAT
* SRI (Synthetic Risk & Reward Indicator, on a scale of 1 to 7): Level 1 = low risk & reward / Level 7 = high risk & potential for high reward.
Where and how to subscribe to the fund —
Through a wealth manager at Trusteam Finance — Contact the Wealth Management team directly (contact details available on this page) to benefit from personalised support. We will suggest the solution best suited to your needs.
Through your bank — You can subscribe by sending the ISIN code associated with the fund to your usual contact. The fund can then be deposited in a securities account, a PEA (if eligible), a life insurance policy or a PERP.
Through your independent financial advisor — Your independent financial advisor will help you select the fund from the Trusteam Finance range that best suits your asset management needs.
Downloadable documents —
Reports
Regulatory
Responsible Investment
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