- 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 22/01/2020||132.89 €||129.03 €||244.53 €|
|Inception*||32.9 %||29 %||39.7 %|
|2020||2.3 %||2.2 %||3.6 %|
|2019||21.5 %||20.7 %||28.9 %|
|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 (public limited company), having its registered office at 11, boulevard Royal, L-2449 Luxembourg, registered in the trade and companies register under number B190081. PREVAL has established a branch in France at 41, avenue Montaigne, 75 008 Paris.
PREVAL operates as a management company subject to the provisions of chapter 15 of the Law of 17 December 2010 (2010 Law) on undertakings for collective investment (UCI), as amended, the Law of 12 July 2013 on alternative investment fund managers (AIFM Law), and Delegated Regulation 231/2013, and is authorised and supervised in the Grand Duchy of Luxembourg by the Luxembourg financial services authority, the Commission de Surveillance du Secteur Financier (CSSF).
PREVAL is also authorised to provide individual and discretionary management, and investment advisory services in accordance with article 101 (3) of the 2010 Law and chapter 2, article 5 of the AIFM Law.
Access to this website is subject to the terms and conditions below:
By accessing and using PREVAL’s website (hereinafter: the “Website”), you (hereinafter: the “User”) expressly accept the terms and conditions of use and take note of the legal information provided below. If not, the User is kindly requested to leave the Website.
The information on this Website:
The Website’s content has been produced using publicly available information, internally generated data and other external data sources. The information available on this Website is provided in good faith. PREVAL endeavours to carefully select the information that it disseminates on this Website, but it shall have no liability for its accuracy, reliability and completeness. Furthermore, PREVAL cannot guarantee that this information has not been altered as a result of technical or security failures relating to its IT system. Any decision taken on the basis of this information is therefore taken entirely at the User’s own risk, and PREVAL shall have no liability for any direct or consequential losses, damage or injury. Furthermore, PREVAL reserves the right to modify the content of this Website at any time, without notice.
The Website contains information presenting various undertakings for collective investment in transferable securities that are registered for distribution at least in their country of origin.
It is possible that the products and services presented on the Website are not authorised for persons subject to a jurisdiction other than Luxembourg because of their nationality, place of residence or for any other reason. It is the User’s responsibility to consult the 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 is not a guarantee of future results. The value of an investment may rise or fall for various reasons and investors may suffer a capital loss. Moreover, exchange rate fluctuations may lead to a rise or fall in the value of investments.
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