Sturdza Family Fund receives another top rating

Frankfurt, 30 June 2022 – The Sturdza Family Fund (ISIN IE00BF559D08) from the fund company Eric Sturdza Investments was ranked by FundsPeople as one of the "Distinguished Products of the Year" within their 2022 Fund ratings in Italy and Spain. The multi asset fund performed above average compared to its peer group defined by Morningstar due to its consistency of the returns and low volatility.

This rating complements other top ratings for the fund. Morningstar, for example, awarded the Sturdza Family Fund five or four stars for its performance, depending on the share class, and the highest rating of five Globes for its sustainability profile.

Constantin Sturdza, co-portfolio manager of the fund: "We are delighted that the Sturdza Family Fund has been recognised by FundsPeople for the risk-adjusted returns that have been achieved since inception in 2018. The market environment is currently strongly characterised by volatility, so that we continue to be well positioned with our strategy."

About the Sturdza Family Fund

The Sturdza Family Fund was launched in December 2018 and is managed by an experienced team of seven, led by Eric Sturdza and Constantin Sturdza. The investment strategy involves long-term investing in high-growth, solid companies that are undervalued. Volatility is minimised through a global and broadly diversified flexible portfolio across different asset classes. The share ratio is between 51 and 80 percent. Investments in fixed income are limited to a ratio of 20 to 49 percent of NAV.

The fund (ISIN IE00BF559D08) has received a Morningstar rating of five and four stars for its performance over three years depending on the share class and a top rating of five Globes for its sustainability profile. FundsPeople rated it as one of the "Distinguished Products of the Year" within their 2022 Fund ratings in Italy and Spain.

In accordance with the EU Regulation on sustainability‐related disclosures in the financial services sector (EU) 2019/2088 ("SFDR") the Fund is classified as a fund which promotes environmental and social characteristics.

About Eric Sturdza Investments

E.I. Sturdza Strategic Management Limited ("Eric Sturdza Investments") was founded in November 1999 and belongs to the Eric Sturdza Group which has its headquarters in Geneva, Switzerland. Eric Sturdza Investments is responsible for the Group's fund distribution activities, currently relying on exclusive partnerships with selected portfolio managers, all of whom are leaders in their fields and have a solid and long-term track record. Eric Sturdza Investments provides its portfolio managers with a comprehensive infrastructure that allows them to focus on pure portfolio management. Since its foundation more than 20 years ago, the investment company has won numerous awards.

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Disclaimer

The views and statements contained herein are those of Banque Eric Sturdza SA in their capacity as Investment Advisers to the Fund as of 27/06/2022 and are based on internal research and modelling. Please refer to ericsturdza.com for full disclaimers.