iMGP Euro Select Fund Unveiled
iM Global Partner (iMGP) has taken a significant step in the investment landscape with the introduction of its new Eurozone equities fund, the iMGP Euro Select Fund. This innovative fund is crafted in collaboration with its partner, Zadig Asset Management, renowned for specializing in European equities. Aimed at offering clients a streamlined avenue to explore the best investment opportunities in the Eurozone, this multi-cap fund combines the expertise of seasoned investment professionals with a commitment to active management.
Professional Management Team
The fund will be co-managed by two distinguished portfolio managers, Francesco Rustici and Régis Bégué. Rustici, who has garnered recognition for his role as co-manager of the Memnon Opportunities Fund, holds a remarkable AAA rating from Citywire. With over 28 years of industry experience, he has positioned himself as a leading figure, ranking 2nd out of 263 fund managers in the Equity – European Small & Medium Companies category for three-year total returns.
Régis Bégué's Extensive Experience
Régis Bégué brings additional strength to the management team, having more than 29 years in the financial sector. His previous role as Managing Director at Lazard Frères Gestion involved overseeing a significant €10 billion in client assets, demonstrating his capability in managing substantial equity portfolios, particularly in the European market.
Investment Approach and Strategy
The foundation of the iMGP Euro Select Fund is built on an active management philosophy emphasizing high-conviction investments and opportunistic stock selection. The team employs a style-neutral approach to invest in companies across the Eurozone that exhibit robust risk/return profiles. This includes a diversified strategy that allows for balanced exposure to cyclical, growth-oriented, defensive, and financial themes, catering to various market conditions.
Portfolio Structure and Focus
The fund's design will allow it to maintain a strong focus on alpha generation while ensuring a multi-cap blend style. The anticipated portfolio will have approximately 40 stocks, with the flexibility to expand to a maximum of 50. There will be a strategic emphasis on large-cap investments, aiming for at least 50% of the portfolio, while mid-cap stocks will comprise the remaining portion, all while prioritizing liquidity.
Regulatory Compliance and Sustainability
To meet regulatory standards, the fund will adhere to SFDR Article 8 guidelines, integrating environmental and social governance factors into its investment process. For French investors, the fund will align with PEA (Plan d'Epargne en Actions) regulations, ensuring its accessibility and compliance in the market.
Contact Information and Further Details
As part of its commitment to fostering transparent communication, iM Global Partner encourages interested clients to reach out with any inquiries. Potential investors can find more about the sustainability characteristics of the fund through iMGP's dedicated sustainability page.
Frequently Asked Questions
What is the iMGP Euro Select Fund?
The iMGP Euro Select Fund is a newly launched multi-cap equities fund focusing on Eurozone companies, managed collaboratively by iM Global Partner and Zadig Asset Management.
Who are the fund managers?
The fund is co-managed by Francesco Rustici and Régis Bégué, both experienced portfolio managers with extensive backgrounds in European equities.
What is the investment strategy of the fund?
The fund utilizes an active management approach, emphasizing high-conviction investment in companies across different sectors and market caps.
How many stocks will the fund hold?
The fund will typically hold around 40 stocks, with a maximum capacity of 50, focusing on maintaining liquidity and balanced exposure to various company sizes.
Is the fund compliant with environmental regulations?
Yes, the fund will comply with SFDR Article 8 requirements, promoting and integrating environmental, social, and governance (ESG) characteristics into its investment strategy.
