IVO GLOBAL OPPORTUNITIES UCITS

OUR KEY FIGURES

- End of March 2021 -

Created in December 2019, the IVO Global Opportunities fund is a UCITS fund invested in stocks and bonds without any rating or currency constraints. The fund invests mainly, but not exclusively, in emerging countries. The investment strategy consists of building a portfolio that reflects the managers' expectations for all emerging country stocks, bond and currency markets. The strategy is totally discretionary and is mainly based on a stock selection approach (known as picking), while integrating a macro-economic dimension to refine the allocation of assets. The stock selection approach consists of choosing companies offering medium- or long-term earnings prospects, as well as growth potential. This selection is based on the fundamentals of the companies, especially the quality of their financial structure, their ability to generate cash flows, their competitive positioning in their markets, their future prospects and the quality of their management.

Décembre 2019
FUND LAUNCH DATE
M€
FUND'S NET ASSETS
%
PERFORMANCE SINCE LAUNCH

--

0
FUND VOLATILITY - 3 YEARS
1 %
ACTUARIAL YIELD
RATE HEDGED BACK INTO EUROS
FUND DURATION

Performance

Fund performance

Fund Date 1 month 3 months 6 months YTD 1 year 3 years 5 years Since inception

IVO GLOBAL OPPORTUNITIES UCITS (EUR)

31/03/2021
+0.9%
+3.1%
+17.6%
+3.1%
+59.4%
ND
ND
+21.7%

Past performances are no guarantee of future performances. Performance ratings are provided for indicative purposes and are assessed at the end of the recommended investment period. Performance calculations are made with net coupons reinvested.

Changes

in the NET ASSET VALUE

Features

fund characteristics

ISIN code (R):

LU2061939216

Ticker Bloomberg :

IVOGOIE LX

Reference currency :

EUR

Fund launch date :

16 December 2019

Managers :

Roland Vigne

Vehicule : 

Luxembourg Fund

Liquidity :

Weekly

Investment Horizon :

5 years

Management Company :

IVO Capital Partners

Custodian :

Société Générale

Auditor :

Deloitte

Partners

Partners and Platforms