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What's New In Investments, Funds? - J Stern & Co

Editorial Staff 30 April 2019


The latest in funds and investments in Europe, Middle East and Africa.

J Stern & Co
J Stern & Co, the London and Zurich-based private investment office, has launched its World Stars Global Equity strategy in a Luxembourg UCITS fund.
The fund has been made available in a Luxembourg UCITS IV format, using the Alpha UCITS SICAV, on the Luxembourg UCITS platform.
The equity strategy does not track a benchmark, but invests in a concentrated selection of 20-30 shares in global firms. The chief investment officer, Christopher Rossbach, and his team select companies based on their own fundamental research.

Since inception, the strategy has generated 10.1 per cent a year. Over the last three years it has generated 13.3 per cent per year (performance figures as at 31 March 2019).

The fund, which is is available to institutional, retail and charity investors, was launched on 8 April 2019. The Stern family has seeded it with more than $30 million. Current assets are $45 million, and there are sterling, Swiss franc, euro and dollar share classes.

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