iM Global Partner Unveils New Euro Select Fund for Investors

iM Global Partner Launches Euro Select Fund

In a significant move for the investment community, iM Global Partner has unveiled its latest offering, the iMGP Euro Select Fund. This new fund is expertly managed by Zadig Asset Management, renowned for its focus on European equities. Designed as a comprehensive solution for investors, the fund aims to provide access to the prime opportunities within the Eurozone's market.

Experienced Management Team

The iMGP Euro Select Fund will be co-managed by seasoned professionals, Francesco Rustici and Régis Bégué. Rustici brings a wealth of experience, particularly in mid and small caps, while Bégué, who specializes in large caps, has an impressive track record in asset management over his 29-year career.

Francesco Rustici's Investment Philosophy

Francesco Rustici, known for his distinctive investment strategies, is currently the co-manager of the Memnon Opportunities Fund and has been highly rated by industry benchmarks. His approach focuses on delivering superior returns through agile investment decisions in the European Small & Medium Companies sector, where he holds a commendable second place among 263 fund managers.

Régis Bégué's Expertise

Régis Bégué's extensive experience in the financial sector is a vital asset to the iMGP Euro Select Fund. After a successful tenure at Lazard Frères Gestion, where he managed a significant portfolio, Bégué brings deep insights into large-cap equities, guaranteeing that the fund is positioned for robust growth.

Investment Strategy and Objectives

The investment philosophy at Zadig revolves around active management, emphasizing high-conviction strategies and opportunistic stock picking. This approach aims to create a portfolio that is not only diversified but also weighted towards companies with the best risk/reward dynamics. The fund adheres to a bottom-up, valuation-driven process.

Portfolio Composition and Focus

Holding a diversified portfolio of up to 50 stocks, with a maximum of 40 at any one time, the fund will maintain a balanced approach to investment. It is designed to have at least 50% exposure to large-cap stocks while also integrating mid-cap opportunities. This strategy ensures a healthy focus on liquidity and adaptable capital allocation.

Regulatory Compliance and Sustainability Commitment

The iMGP Euro Select Fund is characterized as an SFDR Article 8 fund, aligning with the EU's standards on sustainable finance. This designation implies that the fund actively promotes various environmental and social characteristics within its investment framework. Furthermore, it is compliant with the French PEA (Plan d'Epargne en Actions) regulations, making it suitable for local retail investors in France.

Understanding SFDR Article 8

Funds classified under SFDR Article 8 are committed to promoting sustainable investment objectives. This entails integrating sound governance practices into their investment strategies, with a keen eye towards long-term value creation. More details on the sustainability initiatives can be found on the company's dedicated sustainability page.

Conclusion

The launch of the iMGP Euro Select Fund marks a strategic enhancement to iM Global Partner's investment portfolio, aiming to provide clients with an effectively managed option that illustrates both quality and commitment to sustainable investment practices. By focusing on key Eurozone equities, investors can look forward to opportunities that balance growth potential with responsible asset management, tailored to meet the demands of a changing market landscape.

Frequently Asked Questions

What is the iMGP Euro Select Fund?

The iMGP Euro Select Fund is a newly launched investment fund focusing on Eurozone companies, managed by iM Global Partner in conjunction with Zadig Asset Management.

Who are the managers of the fund?

The fund will be co-managed by Francesco Rustici and Régis Bégué, both experienced portfolio managers from Zadig Asset Management.

What is the investment strategy of the fund?

The fund utilizes a bottom-up, valuation-driven strategy focusing on high-conviction investment opportunities across all cap sizes.

Is the fund compliant with European regulations?

Yes, the iMGP Euro Select Fund is categorized as an SFDR Article 8 fund, promoting sustainable investment objectives and compliant with PEA regulations.

How many stocks will the fund hold?

The fund will maintain a portfolio of up to 50 stocks, with a focus on ensuring liquidity and balanced exposure across different market capitalizations.

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