World Winners
- Countries available for sale:
-
France
Switzerland
Belgium
Luxembourg
Spain
Netherlands
Germany
Description
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 14/01/2021 | 142 € | 137.03 € | 260.02 € |
| Inception* | 42 % | 37 % | 48.6 % |
| 2021 | 3 % | 3 % | 3.2 % |
| 2020 | 6 % | 5.4 % | 6.7 % |
| 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.
Fund information
Preval Funds SICAV – World Winners
International equities
UCITS IV
Fundamental Approach, Contrarian
Created on: 10 April 2015
ISIN :
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