Performance
| Period | Indexes and portfolio | Equal weighted components (best to worst) |
|---|---|---|
|
2020-2023 |
Eurostoxx50 + 81.8% MSCI World +62.4% Portfolio +84.5% |
Portfolio: Prysmian, Retelit*, Sacyr, Linamar, Jacquet Metall, Stabilus, ISS, Dufry, Viscofan, Flatex DeGiro, Frontdoor, Hanes Brands. |
|
2019-2022 |
Eurostoxx50 + 4.9% MSCI World +46.9% Portfolio +21.9% |
Portfolio: Tinexta, Vetoquinol, Qualitas Aseguradora, Howdens Joinery, Samsung Electronics, Aercap Holdings, Intesa SanPaolo, Brodrene Hartmann, 58.com, TBC Bank, China Mobile, Teikoku-Sen, Graftech, Grifols, Gestamp, Landi Renzo, Takeaway.com, Garrett Motion. |
|
2018-2021 |
Eurostoxx50 -6.3% MSCI World +48.9% Portfolio -20.8% |
Portfolio: Dr Pepper Snapple, International Seaways, Allergan, short Energy Absolute, Talgo, AP Moeller Maersk, Stolt Nielsen, Nesco, Befesa, Babcock International, EdF, Savencia, Ryanair, Liberty Latam, Aeroflot, Keyrus, City Express Hoteles. |
|
2017-2020 |
Eurostoxx50 -9.8% MSCI World +5.5% Portfolio -17.1% |
Portfolio: Novo Nordisk, Bonheur, Whole Foods*, Tradition, Stallergenes, Publity, JD Wetherspoon, Sberbank, Motoroil, Sonae, Easyjet, KOC Holdings, Rieter, Subsea 7, Halkbank, Mears, Maisons du Monde. |
|
2016-2019 |
Eurostoxx50 +33.2% MSCI World +44.7% Portfolio +33.6% |
Portfolio: Ocado, Antofagasta, Kulicke&Soffa, Qualitas Aseguradora, Exor, AES, Saipem, Carlsberg, Builders First Source, Técnicas Reunídas, Baidu, Tower International, Hornbach Holdings, EasyJet, Draegerwerk, Sports Direct, Shire, short Volkswagen, Parrot. |
|
2015-2018 |
Eurostoxx50 +10.0% MSCI World +18.4% Portfolio +29.4% |
Portfolio: Kvaerner, Kapsch Trafficom, Tarkett, Airbus, Sonaecom, Fuji Media, Barón de Ley, Leonardo, Finning International, Regus, Harley Davidson, Centrica. |
|
|
|
*= taken over during the period |
