Covéa Finance Acti Europe

Covéa Finance Acti Europe is a European equity fund managed by Covéa Finance, a leading French asset management company. The fund aims to generate long-term capital appreciation by investing primarily in a diversified portfolio of stocks listed on European stock exchanges.

Investment Strategy: The fund employs an active management approach, meaning the portfolio managers actively select securities based on their fundamental research and analysis. This involves in-depth assessment of companies, their financials, industry trends, and macroeconomic factors. The investment process focuses on identifying companies with strong growth potential, solid competitive advantages, and attractive valuations. The fund managers may also consider environmental, social, and governance (ESG) factors as part of their investment decision-making process, seeking to invest in companies that demonstrate responsible corporate behavior.

Investment Universe: The fund’s investment universe encompasses a broad range of European companies, across various sectors and market capitalizations. This allows the portfolio managers to identify compelling investment opportunities throughout the European market. While the fund can invest across the entire spectrum of market caps, it typically has a bias towards mid- and large-cap companies due to their greater liquidity and stability. The geographical focus is primarily within the Eurozone, but the fund can also invest in other European countries outside the Eurozone.

Risk Management: Covéa Finance Acti Europe incorporates a robust risk management framework to control and mitigate potential risks. This includes diversification across sectors and individual securities, careful monitoring of portfolio exposures, and the use of risk management tools to manage volatility. The fund’s risk profile is typically considered to be moderate to high, reflecting the inherent volatility of equity markets. Investors should be aware that the value of their investment can fluctuate and they may not get back the full amount invested.

Performance: The historical performance of Covéa Finance Acti Europe will vary depending on market conditions and the specific investment decisions made by the portfolio managers. Past performance is not indicative of future results. Investors should consult the fund’s prospectus and Key Investor Information Document (KIID) for detailed information on the fund’s performance, investment objectives, risks, and fees.

Investor Suitability: Covéa Finance Acti Europe is generally suitable for investors seeking long-term capital appreciation and who are comfortable with the risks associated with investing in European equities. The fund may be appropriate for investors with a moderate to high risk tolerance and a long-term investment horizon. It is important for investors to carefully consider their own investment objectives, risk tolerance, and financial circumstances before investing in the fund. Consulting with a financial advisor is recommended to determine if the fund is suitable for their individual needs.