Contrarian Value Equity Fund

Investor Profile

This portfolio is suitable to investors seeking exposure to global equities as part of their overall investment strategy, with maximum capital appreciation as their primary goal. Investors should have a high tolerance for short-term market volatility in order to achieve long-term objectives.

 

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Investment manager

FPA is an independently owned asset management company based in Los Angeles, California. The FPA Contrarian Value investment approach seeks to invest in attractive opportunities that command a high margin of safety. This is centred around avoiding permanent impairment of capital and they utilise deep comprehensive research to minimize risk.

FPA is a partnership structure and was founded in 1953 and the Contrarian Value strategy was brought into the group in 1993.  Nedgroup Investments began their partnership with FPA in 2013.

Risk profile

1 7
The greater the amount of risk an investor is willing to take on the greater the potential return

ISIN

IE00BF5FMF37

Class

Class C

Minimum investment

Lump sum: USD 4 000

Settlements

Subscriptions: T+2
Redemptions: T+1

Performance indicator

MSCI AC World Index

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees EAC Calculator

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Fund price as at eac View all prices

Fund price Price change Shares in issue
1.0000 0.00% -