World Winners

Countries available for sale:
  • France France
  • Switzerland Switzerland
  • Belgium Belgium
  • Luxembourg Luxembourg
  • Spain Spain
  • Netherlands Netherlands
  • Germany 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 17/05/2021 147.03 € 141.56 € 275.87 €
Inception* 47 % 41.6 % 57.6 %
2021 6.7 % 6.4 % 9.5 %
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.

Contact us

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