Investing in stocks:
medium-long term growth target
Stocks are still an important asset in portfolios in order to intercept growth
In Europe, where technology is less represented in stock lists, one theme that has provided strong impulse to the markets is luxury, that leverages brands that are increasingly sought-after by global consumers, guaranteeing sector companies a mix of revenue growth and margin expansion.
In market contexts such as the present, in which the opening of an accommodative monetary policy cycle seems plausible, contributions to stock market performances tend to be more widespread, with earnings dynamics also improving in other sectors, that start to attract mounting interest among investors.
Within this picture, investment of global scope seems particularly appropriate
Stocks are still an important asset class to include in portfolios and are able to intercept medium- and long-term economic growth.
In the near term, however, bouts of volatility on the stock markets cannot be ruled out, as the recovery of stock indices has been very sharp and linear over time.
Why invest in a Eurizon equity fund?
- Wide range of diversified stock strategies by geographical region, sector, and management style, in order to reap the best opportunities offered by the market and build portfolios with an adequate risk/return profile.
- Investment team highly specialised in stock management.
- Stock picking at the heart of the investment process: bottom-up analysis by Eurizon’s specialised management teams is supported by proprietary screening models and strict risk management.
Discover our equity funds in focus
Eurizon Fund -
Top European Research
An investment strategy based on a bottom-up approach focused on stock picking
(Risk Class: 4, the risk indicator assumes you keep the product for 4 years)
Eurizon Fund - Limited Tracking Error - LTE Equity Funds
A highly diversified range of products that allows the construction of an efficient asset allocation from both a tactical and strategic point of view.
Eurizon Fund – Sustainable Japan Equity
Investing in the Japanese market with a focus on ESG
(Risk Class: 4, the risk indicator assumes you keep the product for 6 years)
Notes:
*Source: Eurizon internal elaborations on Morningstar data, data as at May 31 2024.
This is a marketing communication. Before taking any investment decision, you must read the Prospectus, the Key Information Document (the “KID”), as well as the Management Regulations and the last available annual or semi-annual financial report. These documents are available in English (and the KIDs in an official language of your country of residence) and may be obtained at any time, free of charge on the Management Company’s website www.eurizoncapital.com.
The content of this document, including any opinions, does not constitute any legal, tax or investment advice. Past performance does not predict future returns. There is no guarantee that the positive forecasts mentioned in this document will be reached in the future. Please liaise with your tax and financial advisor to find out whether a product is suitable to your personal situation and understand the related risks and tax impacts. The tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Should the Sub-Fund be registered/authorised in your country, the entity in charge of processing subscription, repurchase and redemption orders and other payments to unit-holders relating to the units of the UCITS (“Order & Paying facilities”), as well the entity in charge of handling information and Fund documents (“Information facilities”).
A summary of your investor rights including common actions in case of litigation at EU and national level is available in an official language (or authorised language) in the country of registration at www.eurizoncapital.com/en/investors-rights.
Before making a decision to invest, please also consider all the ESG characteristics or objectives and read the Prospectus, the SFDR Pre-contractual disclosure, as well as the Summary of the website Product disclosure, available in English and in an official language of your country of residence, in the section “Sustainability Disclosure” of the website at: www.eurizoncapital.com.
The Management company reserves the right to terminate the marketing arrangements of the Sub-Fund in your country.