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AIPM EQUITY OPPORTUNITIES FUND is an absolute return growth fund that capitalizes on the earnings generation capability of top quality corporations to deliver superior returns over the long run.
Equities are direct investments into corporations share capital, and as such benefit from the growth of the businesses, assets and earnings of well-managed companies.
A highly diversified global equity portfolio acts as a call on the world economy and on the natural inclination of business owners and managers to deliver positive returns on capital.
Equity markets tend to deliver 7 to 9 % return per annum over the long run and is the asset class of choice for anyone looking for Wealth Creation and capable of withstanding high levels of volatility.
The objective of the AIPM EQUITY OPPORTUNITIES FUND is to deliver 7 to 10 % average net return per annum over a time horizon of no less than 5 years.
The managers of the fund scan the world equity markets to identify corporations that deliver superior returns on capital, are at the cutting edge of their industry and command a proven leadership in their markets.
A triple overlay of macro-economic analysis, stock selection and technical analysis is implemented with the objective of identifying and capitalizing on valuation expansion trends and avoiding contraction phases.
The managers focus on market leaders in industries with favorable earning cycles phases and operating in markets with positive liquidity and valuation backgrounds. The fund does not intend to track any particular index.
The managers construct and monitor at all times a highly diversified portfolio of top quality companies or tracker funds. Disciplined risk management allows the fund to deliver superior alpha over a 3 to 5 years time horizon.
Latest NAV 31 Dec 2019
USD 80.56 YTD + 5.62 %
EUR 94.27 YTD + 7.59 %
USD Class ISIN LI0244407131
EUR Class ISIN LI0244407115