17.10.2016

REPORTS: Press Review Willerfunds and Elbrus Capital

400

 

 

 

 


 

PRESS RELEASE

Willerfunds and Elbrus Capital celebrate successful 3-year collaboration in Russian and Eastern European equity investing

Luxembourg, October 17th , 2016 - Willerfunds Management Company S.A. (“Willerfunds”) and E.C. Elbrus Capital Investments Limited (“Elbrus”) are celebrating three years results of the Willerequity Russia and Eastern Europe Fund (“WEREE”).

Launched in 1997, WEREE has been advised by Elbrus beginning October 2013. Over the three years, it has improved its risk-return profile and has significantly outperformed its benchmark and competitors. The Fund is now in the top quartile performance among its peers for the period and ranks highly in industry databases and monitoring services such as Morningstar1 (4 stars) and Quantalys2 (5 stars).

WEREE invests in liquid listed equities in Central and Eastern Europe, including Russia and the former Soviet states. The Fund implements a hybrid investment process that combines fundamental research stock selection with a model-driven macro overlay that determines the appropriate level of equity exposure for a given period or market environment.

Albert Mandic, Managing Director of Willerfunds said: “We are pleased with the results obtained by WEREE, especially when considering the complex and challenging times that have characterized the region since Willerfunds began its collaboration with Elbrus. The hybrid investment approach has proven successful in enabling the fund to lower its volatility profile while maintaining its ability and potential to generate solid returns on both a relative and absolute basis. Our ambition is to render WEREE the product of reference for Eastern European equity investment.

Contact press
Willerfunds SA
Massimo Realini
Head of Business Development
Tel: +39 02 783 301
Portable: +39 342 611 04 94
mrealini@willerfunds.com

About Willerfunds

Willerfunds Management Company SA, is a Luxembourg-based fully-owned subsidiary of Switzerland-based Morval Vonwiller Holdings, and the investment manager of the Willerequity Russia and Eastern European Fund, a sub-fund of Willerfunds (an umbrella fund under part 1 of the Luxembourg law of 2010 and is UCITS IV compliant advised by E.C. Elbrus Capital Investments Ltd).

Morval Vonwiller Holding SA

Morval Vonwiller Holding SA is registered with the “Registre du Commerce” of the Canton of Obwalden (Switzerland) in Sarnen. As a financial and banking Group, it offers through its Swiss Bank as well as other group entities in Switzerland and other countries, the services of a banking organization specialized in portfolio and fund management.

1. Morningstar. For further information please see:
http://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F0GBR04DS8

2. Quantalys. For further information please see:
https://www.quantalys.com/fonds/106387/Synthese_LU0074014696_Willerequity_Russi_And_Eastern_Europe_P_Part_C.aspx


Events


Semptember 2015
  • 22
    Jun

    Benjamin Graham once said: "The essence of investment management is the management of risks, not the

  • 22
    Jun

    Wo liegt die Zukunft des Investierens und wie kann man sich in der steigenden Komplexität der Produ

  • 22
    Jun

    The event, reserved only to qualified investors, is aimed at private bankers, asset managers, famil

  • 28
    Jun

    Only a little more than half a year is remaining until implementation of PRIIPs and MiFID II, and th

  • 30
    Jun

    Lo Shipbrokers and Shipagents Dinner è uno degli eventi più importanti nel panorama mondiale della

See All

newsletter

Updates and news from MarketPlus

Market Overview
SMI® PR9030.620,50 %
LYXOR DAX INAV121.844-0,08 %
FTSE MIB Index20912.30-0,76 %
FTSE 1007427.02-0,28 %
CAC 405258.86-0,29 %
S&P 5002435.28-0,01 %
NASDAQ Composite6230.2124-0,06 %
HANG SENG INDEX25674.53-0,08 %
Powered by Yahoo Finance