Best of Funds 100
Asset allocation
Regions
Currencies
Sectors
Top 5 positions
UBAM - 30 Global Leaders (equity fund)
About the fund
The fund’s assets are invested in equities and similar securities (at least 2/3 of the net assets) and a maximum of 1/3 of the net assets in warrants on securities, convertible bonds and bonds with warrants on securities issued by companies throughout the world (including emerging markets). The fund focuses primarily on companies that the fund management considers to be undervalued on the market compared to their long-term potential.
ISIN: LU0573560066
Investment focus: Equities worldwide
Issue date: 2013
Fundsmith Equity (Equity fund)
About the fund
The investment objective of the fund is long-term capital growth. The fund invests in equities on a global basis. The fund’s approach is to be a long-term investor in the stocks it selects. It will not pursue short-term trading strategies.
ISIN: LU0690375182
Investment focus: Equities worldwide
Issue date: 2011
Fidelity Global Focus (Equity funds)
About the fund
The fund aims to achieve long-term capital growth from a portfolio invested primarily in equities from stock markets around the world. The manager is free to select companies regardless of size, sector or location. He will concentrate investments in a rather limited number of companies and therefore the resulting portfolio will be less diversified.
ISIN: LU0933613696
Investment focus: Equities worldwide
Issue date: 2013
Berkshire Hathaway (Share)
About the company
Berkshire Hathaway is a broadly diversified group of companies based in the USA. Its operational focus is on the insurance, railroad and energy sectors. Originally developed from a textile factory, Berkshire Hathaway now consists of over 50 subsidiaries operating in various sectors following numerous acquisitions. In 2023, the company employed 396,500 people and generated sales of 438.77 billion euros.
ISIN: US0846707026
Sector: Financial services
Year of foundation: 1955
CT Global Focus (Equity funds)
About the Fund
The Global Focus Fund seeks to achieve capital appreciation by investing primarily in a concentrated portfolio of equity securities of companies listed, domiciled or exercising a substantial portion of their economic activity in developed or emerging markets.
ISIN: LU1491344765
Investment focus: Equities worldwide
Issue date: 2017
Find out more about our portfolios in a personal meeting
Performance in comparison
Conservative
Defensive
Balanced
Dynamic
Offensive
Performance since inception
31.65%
46.64%
64.31%
82.16%
105.17%
Performance p.a.
2.99%
4.19%
5.46%
6.64%
8,00%
Risk class
4
5
5
5
6
Key figures
Performance since inception
122.87%
Performance p.a.
9.31%
MiFID II risk class
6
Performance before costs and taxes since 2016; figures for 2016-2022 are based on back calculations of the model portfolios; status of all data: 30.04.2025;
