iM Global Partner launches Eurozone multi-cap fund
- Postato il 18 dicembre 2024
- Di Libero Quotidiano
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iM Global Partner launches Eurozone multi-cap fund
PARIS and LONDON, Dec. 18, 2024 /PRNewswire/ -- iM Global Partner (iMGP) has announced the launch of a new Eurozone equities fund, iMGP Euro Select Fund, to be managed by its Partner Zadig Asset Management (Zadig), a European equity specialist. This multi-cap fund will focus on Eurozone companies and is planned to be a "one stop shop" for clients who wish to gain access to the best ideas of Zadig Asset Management.
It will be co-managed by seasoned portfolio managers Francesco Rustici (mid and small caps) and Régis Bégué (large caps).
Francesco Rustici is co-manager of the Memnon Opportunities Fund and is AAA-rated by Citywire. He is ranked 2nd out of 263 fund managers in the Equity – European Small & Medium Companies category over 3 years for total return and brings over 28 years of experience to the fund.
Régis Bégué is currently Partner of Zadig Asset Management and the co-manager of the Memnon European Equity Fund and has more than 29 years of experience. He joined Zadig in April 2024 after a successful career at Lazard Frères Gestion where he was Managing Director and responsible for running €10bn in client assets (in 2023) of which €6 bn was in European equities.
The Zadig team believes in truly active management and focuses on high-conviction investments and opportunistic stock picking with a style-neutral approach. The fund will be built on a valuation-driven, bottom-up process and will have balanced exposure to cyclical, growth, defensive and financial themes, investing in those companies offering, what the Zadig team believes to be, are among the best risk/return profile.
The fund has a multi-cap, blend style and has a high focus on alpha generation. The current portfolio holds 40 stocks (and can go up to a maximum of 50). It will maintain a minimum of 50% exposure to large caps and a maximum of 50% exposure to mid caps with a significant focus on liquidity.
The fund will be SFDR[1] Article 8 and, for French investors, it will comply with the PEA (Plan d'Epargne en Actions) rules. Local registration for retail distribution is currently ongoing.
[1] SFDR Article 8 funds promote/integrate environmental and/or social characteristics and incorporate good governance practices into their investment strategy. More information on sustainability-related characteristics and/or objectives can be found here : https://www.imgp.com/en/sustainability.
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