ALPORA Innovation Europe

The ALPORA Innovation Europe Fund was launched in October 2014 with its fund domicile in Switzerland. It invests in European blue chips across all sectors. Innovation-efficient companies in Europe with a market capitalization of more than 300 million euros and at least 500 employees were selected. Financial institutions and utilities are excluded. The fund is denominated in euros (EUR); a Swiss Franc (CHF) tranche is offered in parallel.

Investment in European innovation efficiency

The portfolio selection for the ALPORA Innovation Europe Fund was carried out based on ALPORA’s innovation selection together with AMG Fondsverwaltung AG.

For the Europe-centric fund, numerous companies were highlighted in the first step of the innovation efficiency assessment: Except for the financial sector, utilities and all conglomerates, the innovation efficiency of companies with market capitalization above 300 million euros was analyzed.

Those identified as the best based on innovation-relevant, measurable indicators make it to the shortlist for fundamental analysis with AMG Fondsverwaltung AG. This results in a fund of the 30 to 40 strongest stocks for the ALPORA Innovation Europa Fund.

The ALPORA INNOVATION EUROPE at a glance

Investment Selection

  • Market capitalization over 300 million euros
  • Minimum 500 employees
  • Budget for research and development at least 1 million euros
  • No financial institutions, utilities or conglomerates
  • The best innovation efficiency within the universe based on innovation indicators
  • Exceptional financial strength

> 500 Employees

Investment Objective

The investment objective of the fund is to outperform the benchmark “MSCI Europe Net Total Return Index”. Market risk can be reduced with a cash position of up to 20%.

Investor Profile

The ALPORA Innovation Europe Fund is suitable as an investment for risk-tolerant private and institutional investors. The fund is generally aimed at investors with a long-term investment horizon.

Period

Companies are selected once a year. Rebalancing of the entire portfolio is carried out regularly throughout the year.

Awards

ALPORA INNOVATION EUROPE

Fund Details

 

 

 
Fund DomicileSwitzerland
Fund ManagementLLB Swiss Investment AG, Zürich
Depositary BankBank J. Safra Sarasin AG, Basel
Trust Administration AMG Fondsverwaltung AG, Zug
Fund CategorySwiss Securities Fund
Reference CurrencyEUR
Emission/Withdrawaldaily
Emission Comissionnone
Administration Feemax. 1%
Start Date01.10.2014
ISIN, Valor (EUR Tranche)CH0248877885, 24887788
ISIN, Valor (CHF Tranche)CH0302271066, 30227106
Profit Sharingnone
Comparison IndexMSCI Europe Total Return NET

The fund is launched together with AMG Fondsverwaltung in Zug/Switzerland. The fund manager is AMG Fondsverwaltung.

AMG Fondsverwaltung