Chahine Equity Europe Smaller Companies Cap EUR

The objective of Chahine Funds Equity Europe Smaller Companies is to outperform the European Small Cap markets, through the use of a model to identify the 'stars' performers. The sub-fund will invest at least 80% in stocks from the EU country members, United Kingdom, Norway and Switzerland followed by at least 1 broker, whose capitalisation exceeds 50 million EUR and is equal or less than the company having the greatest Market capitalization in the MSCI Europe Small Cap Net Return Index. The sub-fund may enter into transactions which are undertaken for purposes other than hedging provided those transactions have no negative effect on the quality of the investment policy. The sub-fund exposure to the stock market will remain between 80% and 100%. The sub-fund will use momentum indicators such as the Price Momentum, a statistical concept measuring the significance of a price movement relative to the market, or the Earnings Momentum, that measures the strength of earnings estimates revisions. The portfolio is mainly exposed to small and mid caps. The MSCI Europe Small Cap will serve as a reference benchmark solely for the calculation of performance fees. Due to the active nature of the management process and the full freedom of investment, the Sub-Fund's performance profile may deviate significantly from that of the MSCI Europe Small Cap. The income in respect of an accumulation share class is not distributed but is retained in the sub-fund.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No