MFM GlobalEquity

FundStrategy

The allocation of the Equity pool emphasizes diversification mixing qualitative and quantitative fundamental indicators with the objective to produce the best risk-return exposure. The pool invests
only in direct lines to gain exposure to specific themes, sectors or regions. Currently, the pool overweighs Healthcare which offers an attractive and defensive risk/reward profile. The pool underweights consumers sectors to reduce risks, particularly related to ecommerce worldwide expansion. In terms of region we are still underweight US companies due to higher valuations and important political uncertainties. The allocation to the Real Estate sector is null as it forms an investment pool by itself.
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The risk level was calculated based on historical data and is not an indicator of future risk.
Frank Crittin

Chief Investment Officer
Managing Director

CONTACT