Erasmus Mid Cap Europe R

The fund aims to outperform the Euro Stoxx Mid Net Return index over the recommended investment period. It is classified as "Eurozone country equities" and follows a "value" investment strategy, focusing on selecting undervalued stocks through rigorous qualitative and quantitative analysis.

The fund will be invested permanently at a minimum of 75% and exposed up to 110% of assets in mid-cap equities of companies based in Eurozone countries, as well as other eligible securities under the Share Savings Plan. It may also invest up to 10% of assets in other OECD equity markets for diversification purposes.

The fund allows for a high degree of investment autonomy and portfolio concentration on a limited number of stocks, which may lead to divergence from the benchmark index. Additionally, investing in mid-cap equities and other eligible securities may expose the fund to market volatility and potential losses. It is recommended to have a 5-year investment horizon for this fund.

https://www.erasmusgestion.com/