Past performance

Past performance is not a guarantee of future returns. The price of the investment may go up or down and an investor may not get back the amount originally invested.

Coeli Global Select

Equity fund with global scope

An equity fund that is global in scope. The strategy is designed to provide long-term capital growth by investing in companies all around the world. The fund focuses on global champions – high-value companies showing favorable future prospects, such as ability to increase earnings over time.

Actively managed global equity fund

  • Concentrated portfolio, 25-35 stocks
  • Strong historical returns
  • Does not invest in companies which produce alcohol, oil & gas, tobacco or military equipment (> than 5% of revenues)

Fund Overview

Inception Date

2014-11-28

Portfolio Managers

Andreas Brock & Henrik Milton

Investment universe

Global equity fund

Annualized Return (Since Inc.)

(I EUR) = 20.4% (December 2020)

Minimum investment

(I EUR) = 2 000 000 EUR

Investment management fee

(I EUR) = 0.70% p.a. + 10% Performance fee (MSCI All Country World Daily Net Total return index)

Subscription/redemption fee

None

UCITS

Yes
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