Overview
Investment Policy
The sub-fund invests primarily in stocks and other equity-like securities, spread across various sectors. The sub-fund invests in stocks and other equity instruments of companies, with a geographic focus on Belgium. This Belgian geographic focus is achieved if at least one of the following criteria is met. The sub-fund may invest in (i) constituents of the Euronext BEL AllShare (BAS) index, (ii) companies that have their headquarters or legal domicile in Belgium, and (iii) Belgian companies listed outside of Belgium.
There are no restrictions regarding currencies or other specific economic or industrial sectors or niches. The investment manager’s decisions are discretionary in nature and reflect his expectations and strategic insight. The sub-fund’s investment policy is based on an integrated approach in which valuation, quality, and sustainability are key factors in stock selection.
Target Audience
The Subfund is suitable for retail and institutional investors who view an investment fund as an easy way to participate in developments in the financial markets. It is also suitable for more experienced investors who wish to achieve specific investment objectives with an investment horizon of more than 5 years.
Investment Objective
The sub-fund’s objective is to provide investors with long-term capital appreciation on their investment through an actively managed portfolio. This objective will be achieved by investing the sub-fund’s assets primarily in stocks and other equity-like securities, with a geographic focus on Belgium.
Fund Structure
Fund Management
Danny Van Quaethem
Portfolio Manager
Danny Van Quaethem earned his degree as a financial analyst (ABAF). He worked for ten years at investment magazines (7 years at *Afinas Rapport*, 3 years at *De Belegger*). In 1997, he joined a major private bank. He worked exclusively as a financial analyst responsible for monitoring the stock markets, focusing on several sectors (pharmaceuticals, chemicals, consumer goods). Danny joined Econopolis in November 2018.
Bernard Thant
Portfolio Manager
Bernard Thant earned a Licentiate degree in Commercial Sciences, followed by an additional year of study in Financial Management and Investment Theory. He then spent most of his career working as a financial analyst at a major private bank, where he also managed equity portfolios for several years. He has been with Econopolis Wealth Management since September 2014.
Class I: LU1870191928 (Accumulation) & LU1870192140 (Distribution).
Class O: LU1891422005 (Accumulation).
Class T: LU3250470203 (Distribution)
Risks
For information on the risks associated with this product, please refer to the Key Information Document (KID), which you can find on this page in the "Documents" section.
You should also be aware of currency risk. You may receive payments in a currency other than the reference currency, so the final return you receive will depend on the exchange rate between the two currencies. This risk is not taken into account in the risk indicator used in the key information document. The sub-fund may also be exposed to other risk factors not included in the summary risk indicator. Because this product is not protected against future market performance, you may lose all or part of your investment. If we are unable to pay you what is due to you, you may lose your entire investment.
Documentation
Transparency is the foundation of our investment policy. Here you will find all the necessary legal documents, reports, and structural details regarding the Econopolis funds.
If you have a complaint, please contact compliance@econopolis.be or call +32 3 3 666 555. In the latter case, you can contact the Financial Sector Ombudsman at Ombudsman@Ombudsfin.be.
