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Eleva European Selection Fund R EUR

Ranked 24 out of 296 in - Europe over 12 months
All calculations are in CHF unless stated

Managed by

Eric Bendahan

Eric Bendahan is CEO at Eleva Capital having set up the firm in 2014. He spent nearly nine years at Banque Syz & Co which he joined in November 2005 from AXA Investment Managers. He has over 15 years of experience in managing active and non-indexed European equity portfolios. Bendahan has a pure, bottom-up, fundamental stock picking approach to pan-European equity markets. His style is opportunistic, across all market caps and he focuses on companies with sound historic results, good visible earnings prospects and a good-quality management with clear strategic vision, operating in a sector with high barriers to entry. Direct corporate contact is the predominant part of his analysis process. Bendahan is a graduate of ESSEC and a holder of the CFA.

Objective

The fund seeks to achieve superior long term risk adjusted returns and capital growth by investing primarily in European equities and equity related securities on a long only basis.

Showing fund performance in Switzerland View performance globally

Performance

Europe over : 30/09/2016 - 30/09/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 3.1% 10.2%
2016 -2.1% -9.3% -4.5% 6.6% 6.0%
2015 2.2% -4.6% 6.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2017

Top 10 Holdings

Stock Size
Prudential PLC ORD 3.69
Glencore PLC ORD 3.65
Kering SA ORD 2.95
Lonza Group AG ORD 2.85
Danske Bank A/S ORD 2.84
Erste Group Bank AG ORD 2.82
Iliad SA ORD 2.82
Oriflame Holding AG ORD 2.81
Sika AG ORD 2.80
UniCredit SpA ORD 2.78
31/07/2017

Registered For Sale In

  1. Austria
  2. France
  3. Luxembourg
  4. Netherlands
  5. Switzerland
  6. United Kingdom

Fund Info

  • Launch date26/01/2015
  • Share Class size80Mn
  • Base currencyEUR
  • ISIN LU1111643711

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Related News

Eric Bendahan shifts entire boutique to Paris

The former SYZ European equities star Bendahan announces relocation of headquarters to aid future growth.

Seizing the moment: inside Bendahan’s boutique venture

The former SYZ manager reveals the benefits of running your own shop and how he intends to maintain his edge by breaking away. from the herd

Car shares in a spin: top managers react to the Renault raid

In the wake of the French car-maker having computers seized, Citywire Selector asked investors how to approach the autos sector.

Bendahan launches absolute return fund for boutique

Eleva Capital founder and Citywire AA-rated manager unveils new long/short fund aimed at reducing volatility while investing in European equities.

AA-rated Bendahan moves to overweight on energy

Fund selector favourite doubles holding in beaten-up sector with addition of French multinational.

Bank and tech bets top Euro equity star Bendahan’s buy-list

Boutique founder puts focus on ‘challenger’ banks and peripheral plays as newly-launched fund swells to €189m.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).