M Prime Europe Stocks
Over 5 years
5 years performance
Risk Indicator - SRI
M Prime Europe Stocks, classified SFDR 8, is a European equity fund following a systematic approach, targeting companies of all capitalisations whose recent performance momentum is positive and whose risk profile is appropriate.
Its management is based on a dual quantitative model and incorporates ESG criteria.
Data refers to elapsed years. Past performances do not represent a reliable indicator of future performances. The UCITS presents a risk of capital loss.
The decision to invest takes into account all the characteristics, objectives and risks of the UCITS as described in its regulatory documentation : prospectus, KID, SFDR pre-contractual document if applicable, which should be referred to before making any final investment decision.
A fund born of a fruitful collaboration: We are convinced that technology is a tool at the service of asset managers. In this context, Montpensier Finance and Primeview have combined their skills to create a joint laboratory dedicated to the development of systematic management models.
M Prime Europe Stocks : key points
A quantitative stock-picking model resulting from the partnership between two experts Montpensier Finance and PrimeView
A European all-cap equity fund
Based on a dual quantitative model :
- Screening template
- The Risk Management Model
Incorporating ESG criteria (MSCI ESG Ratings ≥ BBB at initiation)
M Prime Europe Stocks : investment method
M Prime Europe Stocks is based on a double quantitative model:
- A screening model, which allows for the pre-selection of 200 stocks from a large European universe based on performance criteria.
Volumes too low
Unusually low volatilities in absolute terms
Dynamic exclusion criteria
- A Risk Optimisation model, which selects the best combination of securities from the 200 pre-selected, while limiting the portfolio turnover rate.
Minimising the portfolio turnover rate each month
Optimising the risk/return ratio of overall portfolio
Cap on the weight of small caps
60 to 120 stocks
Maximum weight of each line : 4% based on average transaction volume
Once a month rotation
The objective of the fund is to participate in the rise and fall of the European equity markets by investing in a portfolio with a minimum of 75% exposure to equities from European countries, selected on the basis of a quantitative process which integrates ESG criteria into the portfolio selection process.
5 YEARS PERFORMANCE
The risk indicator assumes that you hold the product for 5 years.
The real risk may be very different if you opt to exit before the end of the recommended holding period, and you may get less in return. You risk selling your product at a price that will significantly affect the amount you receive in return.
→ Risk of loss of capital : the fund does not offer any guarantee of performance nor capital.
→ Risk associated with discretionary investment management : risk that the fund is not always invested in the best-performing equities.
Equity risk : the equity markets may experience strong fluctuations or even a significant decline. In addition, the Fund may invest up to 60% of its net assets in small cap stocks which, due to their specific characteristics, may present risks for investors.
→ Sustainability risk : the UCITS is exposed to the risk that an environmental, social or governance event or situation, if it occurs, may have a material adverse effect, actual or potential, on the value of the portfolio securities.
→ Others risks : foreign exchange market risk, small caps risk, liquidity risk, derivatives market risk, emerging equities risk, interest rate risk, credit risk, risk associated with speculative securities, risk associated with convertible bonds, derivatives market risk, convertible bonds risk, default risk, liquidity risk,
Risks are detailed in the prospectus.
27 february 2020
UCITS IV French-law compliant FCP
PEA eligible (France only)
FR0013433018 (M Prime Europe Stocks IC)
Refer to the prospectus and each fund share’s KID in the “download documents” box above.
Investment management company
Caceis Bank France
Daily (Caceis Fund Administration)
Refer to the prospectus and contact the banking institution that handled the order.
Longer than 5 years
Approved for distribution in