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Long Term Investment Fund (SIA) - LTIF Classic

 

Description

Investment Objective

To provide long-term capital appreciation, primarily through investment in a portfolio of equities of undervalued companies worldwide with good fundamentals and strong profitability potential.

Investment Policy

"Buy and hold" is applied to a limited, yet diversified, selection of securities considered by the Investment Manager as offering the greatest potential for profitability. Investment risk is spread; hence there applies no restrictions as to specific currency, sector or regional weights. The Fund is normally fully invested.

Risk factors

The Fund has an average volatility. Currencies are in general not hedged. Companies are always bought very cheap, which limits the downside and in addition most of them pay high dividends.

Price / General Information (July 29, 2022)

LTIF Classic EUR MSCI AC World Index Daily Net TR EUR (rebased)

LTIF Classic EUR MSCI AC World Index Daily Net TR EUR (rebased)

Portfolio  (July 29, 2022)

Fact Sheet / Fund Documents

Operating Manual & Dealing Guidelines