Investing in equities with a medium-long term growth goal
3 minutes
Investing in stocks: why equities remain an important asset within portfolios.
Investing in stocks spurs portfolio diversification, builds long-term value, and contributes to the growth of companies and industries.
In the current context, equities remain a key asset class to include in portfolios thanks to their potential to capture economic growth in the medium to long-term.
Although markets are experiencing volatility caused by U.S. tariffs, history teaches us that periods of uncertainty can spur investment opportunities with a medium-term horizon.
In this current scenario, concerns regarding economic growth remain present, yet there are still compelling opportunities across several sectors.
Find out more about our focused equity funds and their features
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 Sustainability
(Risk Class: 4, the risk indicator assumes you keep the product for 6 years)
This is a marketing communication for Professional Investors according to MiFID in the EU/EEA countries where the fund is registered for distribution; it is not intended for retail investors, nor US Person. This page is issued by Eurizon Capital S.A. organized as a public limited company in accordance with the Law of 1915, registered in Luxembourg at 28, boulevard Kockelscheuer, L-1821 Luxembourg and authorised as Management Company of the Fund.
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 at www.eurizoncapital.com/en/our-offer/documentation.
The content of this page, 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 forecasts mentioned in this page 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.
When the sub-fund is classified under Article 8 or 9 of the Regulation (EU) 2019/2088, please also consider all the ESG characteristics or objectives and read the Prospectus, the 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.
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.
SWITZERLAND:
This page is an advertising as per the Federal Act on Financial Services (FinSA) and is intended for professional and institutional investors only, as per Article 4 (3) and (4) of the FinSA and is not intended for retail investors. The representative and paying agent in Switzerland is Reyl & Cie SA, Rue du Rhône 62, CH-1204 Geneva. The Swiss prospectus and key investor information documents, the fund regulation as well as the annual and semi-annual reports may be obtained free of charge from Reyl & Cie SA. Daily publication of the prices of subscription and redemption and/or net asset values (with the mention "excluding commissions") of the Units offered in Switzerland: www.fundinfo.com.
CHILE:
When the Sub-Fund has been registered for distribution by the Comision Clasificadora de Riesgo (CCR) in Chile exclusively to Chilean Pension Funds under Agreement Nr 32 of the CCR, this page is not intended to investors who do not qualify as a Chilean Pension Funds. To find out whether this Sub-Fund is registered with the CCR, please refer to www.eurizoncapital.com.
SINGAPORE:
When the Sub-Fund is registered in Singapore as a restricted foreign scheme within the meaning of the Sixth Schedule to the Securities and Futures (Offers of Investments) (Collective Investment Schemes) Regulations of Singapore: the Sub-Fund is not authorised or recognised by the Monetary Authority of Singapore (the “MAS”) and Units are not allowed to be offered to the retail public. The Information Memorandum of the Sub-Fund has not been registered as a prospectus with the MAS. Accordingly, the Information Memorandum of the Sub-Fund and any other document or material in connection with the offer or sale, or invitation for subscription or purchase, of shares in Sub-Fund may not be circulated or distributed, nor may shares in funds be offered or sold, or be made the subject of an invitation for subscription or purchase, whether directly or indirectly, to persons in Singapore other than (i) to an institutional investor under Section 304 of the SFA, (ii) to a relevant person pursuant to Section 305(1), (iii) to any person pursuant to Section 305(2), and in accordance with the conditions specified in Section 305 of the SFA, or (iv) otherwise pursuant to, and in accordance with the conditions of any other applicable provision of the SFA. When the Sub-Fund is not registered in Singapore as a restricted foreign scheme within the meaning of the Sixth Schedule to the Securities to the Securities and Futures (Offers of Investments) (Collective Investment Schemes) Regulations of Singapore: the Sub-Fund is not authorized or recognized by the Monetary Authority of Singapore (the “MAS”) and Units are not allowed to be offered to the retail public. The MAS has not reviewed nor approved this document. Accordingly, this page or any other document or material in connection with the offer or sale, or invitation for subscription or purchase, of shares in Sub-Fund may not be circulated or distributed, nor may shares in funds be offered or sold, or be made the subject of an invitation for subscription or purchase, whether directly or indirectly, to persons in Singapore other than (i) to an institutional investor under Section 304 of the SFA, (ii) to a relevant person pursuant to Section 305(1).
HONG KONG:
When the Sub-Fund is available in Hong Kong, this presentation is only intended for Professional Investors as defined in Part 1 Schedule 1 of the Securities and Futures Ordinance (Cap. 571) of Hong Kong (SFO) read with Section 3 of Securities and Futures (Professional Investor) Rules. This information should not be relied upon by any other persons or redistributed to retail clients in Hong Kong. The content of this page does not constitute an offer to the public within the meaning of that Ordinance but has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or shares in investment vehicles associated with Eurizon Capital S.A. and Eurizon Capital Asia Limited.
The Sub-Funds mentioned on this page are not authorized under Section 104 of the SFO of Hong Kong by the Securities and Future Commission (SFC) of Hong Kong and may not be offered or sold whether directly or indirectly, to any person in Hong Kong other than to a Professional Investor (as defined in the Securities and Futures Ordinance (Cap.571 of the laws of Hong Kong) and any rules made under that Ordinance. In Hong Kong, this information is issued by Eurizon Capital Asia Limited (CE Number: BHO750), Unit 7507A2 Level 75 International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong and licensed by the Hong Kong Securities and Futures Commission (“SFC”) to conduct Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities, as per Cap. 571 Securities and Futures Ordinance ─ Schedule 5 Regulated Activities.
Warning: The contents of this page have not been reviewed by any regulatory authority in Hong Kong. You are advised to exercise caution in relation to the offer. If you are in doubt about the content, you should obtain independent professional advice.