* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Download Russell Continental European Equity Fund
History of private equity and venture capital wikipedia , lookup
Mark-to-market accounting wikipedia , lookup
Leveraged buyout wikipedia , lookup
Corporate venture capital wikipedia , lookup
Systemic risk wikipedia , lookup
History of investment banking in the United States wikipedia , lookup
Private equity in the 1980s wikipedia , lookup
Stock trader wikipedia , lookup
Investment banking wikipedia , lookup
Environmental, social and corporate governance wikipedia , lookup
Private equity in the 2000s wikipedia , lookup
Private equity wikipedia , lookup
Mutual fund wikipedia , lookup
Early history of private equity wikipedia , lookup
Socially responsible investing wikipedia , lookup
Private money investing wikipedia , lookup
Private equity secondary market wikipedia , lookup
Russell Continental European Equity Fund Fund Description Indicative equity range: 100% of the value of the fund An open ended Undertakings for the Collective Investment of Transferable Securities (UCITS) Continental European (ex. UK) equity fund employing a Multi-Style, Multi-Manager approach, broadly diversified with market-like characteristics. Continental European Equity Fund AXA Rosenberg Bernstein Capital International BlackRock International Nordea Investment Management Thames River Capital 15% 20% 15% 15% 15% 20% Investment Aim The Multi-Manager concept targets consistent performance relative to the peer group while also aiming for lower levels of relative risk. The fund aims to add moderate return increments against the benchmark, the FTSE World Europe ex-UK Index, building over time into significant value-added. In Continental Europe, Russell’s analysts have found that two of the key drivers are stock selection and sector selection allocation relative to the benchmark. In order to focus on these two areas, other factors such as country weight and market capitalisation size are controlled at a portfolio level by the careful combination of specialist managers. Who should invest in the Fund? This fund is available as part of Eagle Star’s Matrix range for institutional clients. This fund is an ideal choice for investors who seek exposure to European equity markets, managed by a selection of international fund managers. Expertise Russell Investment Group, global leaders in Multi-Manager investing, advises on assets worth €1.5 trillion to more than 1,600 clients in 35 countries. Approximately €100 billion is invested directly in Russell funds globally. Russell conducts extensive research on fund managers around the world, aiming to select the best in each region, market segment and style. Continued Overleaf Frank Russell Company Ltd. www.russell.com Authorised and Regulated by the Financial Services Authority Global Leaders in Multi-Manager Investing In order to achieve its objective of delivering consistent added value above the benchmark, Russell has developed a unique investment philosophy. Multi-Manager Manager A Multi-Style Manager B MarketOriented Manager C Asset Class Manager D Value Manager E Manager F Growth Manager G Manager H Manager I Multi-Style - different managers manage money in different ways. These different approaches are sometimes referred to as “styles”. Style diversification is important because different styles produce significantly different returns in different market environments. As it is difficult to identify which style will be in favour next month or next year, diversification across multiple styles reduces risk and provides exposure to the style that is currently in favour regardless of the market environment, thereby providing more consistent performance. Multi-Manager - In a multi-manager structure specialist managers are able to concentrate on their area of strength and provide added value. By constructing a fund using specialist managers in a risk controlled, complementary way, Russell is able to produce more consistent out-performance of the given index. These layers of diversification have proven to reduce the risk of under-performance and thus provide stability to investors. Significant Features of the Fund The fund is denominated and priced in euros. The fund benchmark is the FTSE World Europe ex-UK Index. A Multi-Manager fund, suitable for institutional investors. Actively managed fund with 100% equity content. Aims for consistent performance with lower levels of risk. Managed from the point of view of a European institutional investor. Investment managers are selected and monitored by Russell Investment Group. All assets are administered independently through a single custodian, State Street. The fund is domiciled in Ireland. EAGLE STAR HOUSE FRASCATI ROAD BLACKROCK CO DUBLIN IRELAND TELEPHONE 01 283 1301 FAX 01 283 1578 WEBSITE www.eaglestarlife.ie EAGLE STAR LIFE ASSURANCE COMPANY OF IRELAND LIMITED IS REGULATED BY THE FINANCIAL REGULATOR Intended for distribution within the Republic of Ireland 09/05 Frank Russell Company Ltd. www.russell.com Authorised and Regulated by the Financial Services Authority Global Leaders in Multi-Manager Investing