OBIETTIVI E APPROCCIO DELL’INVESTIMENTO
- Mira a ottenere superiori rendimenti corretti per il rischio
- Orizzonte temporale di medio termine
- Investe principalmente in azioni europee e titoli legati ad azioni
- Investimento ad elevata convinzione che utilizza la selezione di titoli bottom-up, con un active weight elevato dell’80%+ e un tracking error target del 6%
- Approccio flessibile, opportunistico e pragmatico, senza bias di settore/paese e agnostico per stile/capitalizzazione di mercato
- Utilizzo di un indicatore macroeconomico per supportare il posizionamento settoriale
- Il team di investimento si concentra su quattro temi strategici che forniscono una solida base per le opportunità di investimento
Le compartiment investira principalement dans des actions européennes et titres assimilés selectionnés par le gérant. La valeur de la part du compartiment est susceptible de fluctuer de manière importante en fonction de différents facteurs liés à des changements propres aux entreprises représentées en portefeuille, des chiffres macro- économiques, de la législation juridique et fiscale.
Rendimenti
Data as of 2025-11-21Track Record
Annuals Performances
| Rendimenti al 2025-11-21 | NAV | YTD | 1 year | 3 years | Since inception | 2024 |
|---|---|---|---|---|---|---|
| ELEVA European Selection R acc GBP hedged | 247.60 £ | +14.20 % | +16.56 % | +52.43 % | - | +13.29 % |
| Stoxx Europe 600 NR | 1 404.68 | +13.57 % | +14.80 % | +40.52 % | - | +8.79 % |
| Outperformance | - | + 0,62 | + 1,75 | + 11,90 | - | + 4,50 |
La performance passata non è una garanzia di risultati futuri e non è possibile garantire che il capitale inizialmente investito sarà preservato.
Rendimenti al 2025-11-21
Characteristics
| Legal Type | - |
|---|---|
| Countries | AT, CH, DE, GB, ES, FR, IT, LU, NL, SG |
| Custodian | HSBC Continental Europe, Luxembourg |
| Management Fees | 0.9% TTC maximum |
| Subscription Fees | 3.0% TTC maximum |
| Redemption Fees | - |
| Recommended investment period | 5 ans |
| Life Insurance Eligibility | Yes |
| PEA Eligibility | No |
Performance scenarios (PRIIPS)
Available Shares
Rendimenti al 2025-11-21| Share Name | ISIN Code | NAV | YTD | 2024 | 1 year | 3 years | Since inception | SRI | PRIIPs KID |
|---|---|---|---|---|---|---|---|---|---|
| ELEVA European Selection - A2 acc EUR | LU1111642820 | 199.81 EUR | +11.47 % | +11.36 % | +13.53 % | +42.71 % | +99.35 % |  4/7 |  |
| ELEVA European Selection - A1 acc EUR | LU1111642408 | 238.92 EUR | +11.97 % | +11.68 % | +14.09 % | +44.55 % | +138.92 % | 4/7 | |
| ELEVA European Selection - A1 dis EUR | LU1543705286 | 182.95 EUR | +10.68 % | +10.92 % | +12.78 % | +40.44 % | +82.95 % | 4/7 | |
| ELEVA European Selection - A1 acc CHF hedged | LU1111642663 | 213.89 CHF | +9.66 % | +8.91 % | +11.38 % | +34.78 % | +113.89 % | 4/7 | |
| ELEVA European Selection - A1 acc. GBP hedged | LU1716216319 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - A1 dis. GBP hedged | LU1331971173 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - A1 acc USD hedged | LU1111642580 | 280.47 USD | +14.08 % | +13.20 % | +16.42 % | +53.01 % | +180.47 % | 4/7 | |
| ELEVA European Selection - A1 acc USD | LU1331971090 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - A1 dis. USD hedged | LU1716216400 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - A1 dis. USD hedged | LU1716216582 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - A1 acc. SGD hedged | LU1111642747 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - R acc EUR | LU1111643711 | 249.46 EUR | +12.57 % | +12.21 % | +14.76 % | +46.75 % | +149.46 % | 4/7 | |
| ELEVA European Selection - R dis EUR | LU1716217044 | 178.54 EUR | +10.63 % | +10.76 % | +12.78 % | +40.14 % | +78.54 % | 4/7 | |
| ELEVA European Selection - R acc CHF hedged | LU1148164426 | 197.93 CHF | +10.31 % | +9.44 % | +12.10 % | +36.94 % | +97.93 % | 4/7 | |
| ELEVA European Selection - R acc GBP hedged | LU1111643802 | 247.6 GBP | +14.20 % | +13.29 % | +16.56 % | +52.43 % | - | 4/7 | |
| ELEVA European Selection - R dis. GBP hedged | LU1331971504 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - R acc USD hedged | LU1148156323 | 242.27 USD | +14.72 % | +13.78 % | +17.14 % | +55.38 % | +142.27 % | 4/7 | |
| ELEVA European Selection - R acc. USD hedged | LU1716216749 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - R dis. USD hedged | LU1331971686 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - R dis. USD hedged | LU1716217127 | - | - | - | - | - | - | 4/7 | |
| ELEVA European Selection - R acc. SGD hedged | LU1716216822 | - | - | - | - | - | - | 4/7 | |
Available Shares
ELEVA European Selection - A2 acc EUR
ISIN Code
LU1111642820
NAV
199.81 EUR
YTD
+11.47 %
2024
+11.36 %
1 year
+13.53 %
3 years
+42.71 %
Since inception
+99.35 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 acc EUR
ISIN Code
LU1111642408
NAV
238.92 EUR
YTD
+11.97 %
2024
+11.68 %
1 year
+14.09 %
3 years
+44.55 %
Since inception
+138.92 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 dis EUR
ISIN Code
LU1543705286
NAV
182.95 EUR
YTD
+10.68 %
2024
+10.92 %
1 year
+12.78 %
3 years
+40.44 %
Since inception
+82.95 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 acc CHF hedged
ISIN Code
LU1111642663
NAV
213.89 CHF
YTD
+9.66 %
2024
+8.91 %
1 year
+11.38 %
3 years
+34.78 %
Since inception
+113.89 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 acc. GBP hedged
ISIN Code
LU1716216319
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 dis. GBP hedged
ISIN Code
LU1331971173
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 acc USD hedged
ISIN Code
LU1111642580
NAV
280.47 USD
YTD
+14.08 %
2024
+13.20 %
1 year
+16.42 %
3 years
+53.01 %
Since inception
+180.47 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 acc USD
ISIN Code
LU1331971090
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 dis. USD hedged
ISIN Code
LU1716216400
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 dis. USD hedged
ISIN Code
LU1716216582
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - A1 acc. SGD hedged
ISIN Code
LU1111642747
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - R acc EUR
ISIN Code
LU1111643711
NAV
249.46 EUR
YTD
+12.57 %
2024
+12.21 %
1 year
+14.76 %
3 years
+46.75 %
Since inception
+149.46 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - R dis EUR
ISIN Code
LU1716217044
NAV
178.54 EUR
YTD
+10.63 %
2024
+10.76 %
1 year
+12.78 %
3 years
+40.14 %
Since inception
+78.54 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - R acc CHF hedged
ISIN Code
LU1148164426
NAV
197.93 CHF
YTD
+10.31 %
2024
+9.44 %
1 year
+12.10 %
3 years
+36.94 %
Since inception
+97.93 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - R acc GBP hedged
ISIN Code
LU1111643802
NAV
247.6 GBP
YTD
+14.20 %
2024
+13.29 %
1 year
+16.56 %
3 years
+52.43 %
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - R dis. GBP hedged
ISIN Code
LU1331971504
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - R acc USD hedged
ISIN Code
LU1148156323
NAV
242.27 USD
YTD
+14.72 %
2024
+13.78 %
1 year
+17.14 %
3 years
+55.38 %
Since inception
+142.27 %
SRI
4/7
PRIIPs KID
ELEVA European Selection - R acc. USD hedged
ISIN Code
LU1716216749
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - R dis. USD hedged
ISIN Code
LU1331971686
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - R dis. USD hedged
ISIN Code
LU1716217127
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
ELEVA European Selection - R acc. SGD hedged
ISIN Code
LU1716216822
NAV
-
YTD
-
2024
-
1 year
-
3 years
-
Since inception
-
SRI
4/7
PRIIPs KID
La performance passata non è una garanzia di risultati futuri e non è possibile garantire che il capitale inizialmente investito sarà preservato.
Quanto sopra è fornito solo a scopo informativo e non intende essere un consiglio di investimento. Le performance passate non sono garanzia di risultati futuri. È stato incluso l'impatto delle commissioni di gestione sulla performance. L'accesso ai prodotti e servizi qui presentati può essere soggetto a restrizioni rispetto a determinati individui o paesi. Il trattamento fiscale potrebbe variare a seconda della situazione di ciascuno. Per ulteriori informazioni sulla struttura e sulle commissioni, si prega di leggere questo documento unitamente al prospetto e ai relativi KIID disponibili su questo sito o gratuitamente su richiesta presso la sede legale della società di gestione.