- Countries available for sale:
The WORLD WINNERS compartment invests in a selection of international companies.
We have adopted a rigorous investment management approach in order to identify high quality companies with the following characteristics:
- Market-leading positions in markets with high barriers to entry, preferably growing, and profitable.
- All sizes of market capitalisation
- Presenting a strong corporate culture and healthy financial position.
- Run by skilled, honest managers who are invested in the company’s capital and whom we have known for a number of years.
We buy shares in these companies when we consider them to be undervalued and presenting upside potential of more than 50% over a three-year horizon.
It is important to focus our selections on the companies we believe in the most. We therefore invest in a very small number of stocks (40 to 50).
The fund’s aim is to outperform the MSCI World AC index. However, our investment management differs considerably from this benchmark index.
Our funds’ performance
|World Winners Share Class I||World Winners Share Class A||Benchmark|
|Net asset value as at 16/10/2019||119.45 €||116.18 €||222.23 €|
|Inception*||19.5 %||16.2 %||27 %|
|2019||11.7 %||11.1 %||21.3 %|
|2018||-22.4 %||-22.9 %||-4.8 %|
|2017||29.2 %||28.5 %||8.9 %|
|2016||11.1 %||10.4 %||11.1 %|
|2015*||-4.0 %||-4.5 %||-9.1 %|
*since April 10, 2015
how to subscribe
Before any subscription, you should carefully read the regulatory documents (KIID, prospectus), which can be downloaded by clicking here:
Documentation World WInnersYou can subscribe directly via your financial intermediary by telling them the number of fund units you require and the ISIN code.
Preval Funds SICAV – World Winners
Fundamental Approach, Contrarian
Created on: 10 April 2015
A Share class: LU1132346872
I Share class : LU1132347094
Custodian: Crédit Suisse Luxembourg
Appraiser: Crédit Suisse Fund Services
Management fees: A Share class : 1.8% / I Share class: 1.2%
Performance fees: 20% in the event of positive performance and outperforming the MSCI World AC index
PREVAL is a société anonyme having its registered office at 11 boulevard Royal, L-2449 Luxembourg, entered in the Trade and Companies Register under number B190081 PREVAL, acting as a management company subject to the provisions of Chapter 15 of the collective investment schemes act of 17 December 2010, as amended, and authorised and overseen in Luxembourg by the Commission de Surveillance du Secteur Financier (CSSF).
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Information on this Website:
The content has been drawn from publically available information, internally produced data and other external sources. PREVAL tries to select the information that it puts on this Website carefully. However, it cannot provide any kind of guarantee that it is accurate, reliable or exhaustive. Any decision taken on the basis of this information is therefore reached at the User’s sole risk. PREVAL declines all responsibility for any direct or indirect loss or damage incurred. PREVAL also reserves the right to edit the content of this Website at any time without notice.
The Website contains information presenting various undertakings for collective investment in transferable securities registered at the very least in their home country and Luxembourg.
It may be that the products and services shown on the Website are not authorised for sale to persons subject to a jurisdiction outside Luxembourg due to their nationality, place of residence or any other reason. Users are responsible for checking restrictions on the sale of the products and services in question. Any investment made on the basis of this Website must comply with the laws and regulations applicable to each User.
Past performance does not guarantee future performance. An investment may appreciate or depreciate for various reasons, and investors may lose money. Exchange rate fluctuations may also cause the value of investments to rise or fall.
The information published on this Website does not constitute an investment recommendation or financial advice, as each visitor has individual objectives and needs when viewing the Website. Before any subscription to a UCITS, you should carefully read the regulatory documents (KIID, prospectus), which can be downloaded from the Website.Accept Reject