PERFORMANCE DES FONDS

DIGITAL STARS EUROPE

Inception date : 13/11/98

DIGITAL STARS EUROPE EX UK

Inception date : 30/06/06

DIGITAL STARS EUROPE SMALLER COMPANIES

Inception date : 16/12/16

DIGITAL STARS US EQUITIES

Inception date : 16/10/17

DIGITAL STARS EUROZONE

Inception date : 01/10/18
 

DIGITAL STARS EUROPE

Monthly update May 2021Equity indices posted a positive performance in May on both sides of the Atlantic. The MSCI Europe NR rose by +2.6% and the S&P 500 NR by +0.7% over the month. Since last November, equity markets have risen six out of seven months (with the exception of January). They are driven by the promise of a strong economic recovery. Moreover, the return of inflation is good news as it helps spread accommodative monetary policies while allowing central bankers to grow their balance sheets. Real GDP in the United States could thus grow by 10% in 2021. Finally, the rotation of styles has taken a legitimate pause for the past two months, but this could be only temporary. Value could resume its ascendancy, favoured by an expanding economy, while Secular Growth (digital economy) should continue to benefit from an economy that is undergoing a profound transformation. Digital funds posted their seventh consecutive positive month, slightly outperforming their benchmarks in May. However, the first part of the month was difficult. Our digital economy stocks (internet distribution, online gaming and semiconductors) suffered from profit taking due to fears of excessive valuations and the return of inflation. On the other hand, "quality" stocks, not well represented in the portfolio, recovered. The second half of the month was radically different and much more favourable, with a strong rebound in the technology sector (+10% for Digital Stars Europe technology stocks since May 19th), as well as good performances from shipping and cyclical sectors. The monthly performance of Digital Stars Europe Acc is +2.7%, compared to +2.6% for the MSCI Europe NR.

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Objectives

The objective of the sub-fund is to generate long-term capital appreciation and outperform the European markets as a whole by using a sophisticated quantitative model, designed by Jacques Chahine, which makes it possible to identify the “star” performers.

Fund profile

An extremely well diversified portfolio, invested across all market capitalizations in a purely quantitative style. Its investment universe includes around 1,700 stocks from the European Union, the United Kingdom, Switzerland and Norway with capitalizations exceeding 100 million euros. The sub-fund may invest up to 50% of its net assets in large cap stocks belonging to the Stoxx 50.

DIGITAL STARS EUROPE EX-UK

Monthly update May 2021
Equity indices posted a positive performance in May on both sides of the Atlantic. The MSCI Europe NR rose by +2.6% and the S&P 500 NR by +0.7% over the month. Since last November, equity markets have risen six out of seven months (with the exception of January). They are driven by the promise of a strong economic recovery. Moreover, the return of inflation is good news as it helps spread accommodative monetary policies while allowing central bankers to grow their balance sheets. Real GDP in the United States could thus grow by 10% in 2021. Finally, the rotation of styles has taken a legitimate pause for the past two months, but this could be only temporary. Value could resume its ascendancy, favoured by an expanding economy, while Secular Growth (digital economy) should continue to benefit from an economy that is undergoing a profound transformation. Digital funds posted their seventh consecutive positive month, slightly outperforming their benchmarks in May. However, the first part of the month was difficult. Our digital economy stocks (internet distribution, online gaming and semiconductors) suffered from profit taking due to fears of excessive valuations and the return of inflation. On the other hand, "quality" stocks, not well represented in the portfolio, recovered. The second half of the month was radically different and much more favourable, with a strong rebound in the technology sector (+11% for Digital Stars Europe Ex-UK technology stocks since May 19th), as well as good performances from shipping and cyclical sectors. Digital Stars Europe Ex-UK Acc ended May at +3% compared to +2.6% for the MSCI Europe ex UK NR.

Read the monthly report in PDF format

Objectifs

The objective of the sub-fund is to generate long-term capital appreciation and outperform the European markets (excluding the United Kingdom) as a whole by using a sophisticated quantitative model, designed by Jacques Chahine, which makes it possible to identify the “star” performers.

Fund profile

An extremely well diversified portfolio, invested across all market capitalizations in a purely quantitative style. Its investment universe includes around 1,300 stocks from the European Union (excluding the United Kingdom), Switzerland and Norway, with capitalization exceeding 100 million euros. The sub-fund may invest up to 50% of its net assets in large capitalization securities belonging to the Euro Stoxx 50.

DIGITAL STARS EUROPE SMALLER COMPANIES

Monthly update May 2021Equity indices posted a positive performance in May on both sides of the Atlantic. The MSCI Europe NR rose by +2.6% and the S&P 500 NR by +0.7% over the month. Since last November, equity markets have risen six out of seven months (with the exception of January). They are driven by the promise of a strong economic recovery. Moreover, the return of inflation is good news as it helps spread accommodative monetary policies while allowing central bankers to grow their balance sheets. Real GDP in the United States could thus grow by 10% in 2021. Finally, the rotation of styles has taken a legitimate pause for the past two months, but this could be only temporary. Value could resume its ascendancy, favoured by an expanding economy, while Secular Growth (digital economy) should continue to benefit from an economy that is undergoing a profound transformation. Digital Stars Europe Smaller Companies Acc rose +3.3% in May, outperforming the MSCI Europe Small Cap NR (+2.1%). Despite a difficult start to the month, the technology sector (Qt Group), as well as the industrial (Heidelberg Druckmaschinen, MPC Container Ships) and consumer discretionary (Harvia, Showroomprivé group) sectors helped the fund catch up and outperform.

Read the monthly report in PDF

Objectives

The objective of the sub-fund is to generate long-term capital appreciation and outperform the European small-cap markets by using a sophisticated quantitative model, designed by Jacques Chahine, which makes it possible to identify the “star” performers.

Fund Profile

An extremely well diversified portfolio, invested in small and mid caps in a purely quantitative style. Its investment universe includes around 1,500 stocks from the European Union, the United Kingdom, Switzerland and Norway, whose capitalization exceeds 50 million euros and does not exceed the largest capitalization of the MSCI Europe index. Small Cap.

DIGITAL STARS US EQUITIES

Monthly update May 2021US Equity market posted a slightly positive performance in May: the S&P 500 NR ended up +0.7% over the month. Since last November, equity markets have risen six out of seven months (with the exception of January). Markets are driven by the promise of a strong economic recovery. Moreover, the return of inflation is good news as it helps spread accommodative monetary policies while allowing central bankers to grow their balance sheets. Real GDP in the United States could thus grow by 10% in 2021. Finally, the style rotation resumes after a legitimate pause. Value style could keep up with its ascendancy, favoured by an expanding economy, while “Secular Growth” (digital economy) should continue to benefit from an economy that is undergoing a profound transformation. Digital Stars US Equities Acc USD finished up +1.0% this month, slightly ahead of the S&P 500 NR at +0.7%, and ahead of the Russell 2000 NR at +0.2%. In relative terms, it was the underperformance of our banks (Live Oak Bank, Western Alliance Bancorp), and the absence of energy stocks (the best sector in the market) that hurt most. Conversely, materials (Resolute Forest Product), health care (Owens & Minor) and restaurants (ONE Group) boosted the fund.

Read the monthly report in PDF format

Objectifs

The objective of the sub-fund is to generate long-term capital appreciation and outperform the American markets as a whole by using a sophisticated quantitative model, designed by Jacques Chahine, which makes it possible to identify “star” performers.

Profil du fonds

323 / 5000 Résultats de traduction An extremely well diversified portfolio, invested across all market capitalizations in a purely quantitative style. Its investment universe includes approximately 2,700 stocks from the US market, with a capitalization exceeding $ 100 million, and monitored by a minimum of 3 financial analysts.

DIGITAL STARS EUROZONE

Monthly update May 2021Equity indices posted a positive performance in May on both sides of the Atlantic. The MSCI Europe NR rose by +2.6% and the S&P 500 NR by +0.7% over the month. Since last November, equity markets have risen six out of seven months (with the exception of January). They are driven by the promise of a strong economic recovery. Moreover, the return of inflation is good news as it helps spread accommodative monetary policies while allowing central bankers to grow their balance sheets. Real GDP in the United States could thus grow by 10% in 2021. Finally, the rotation of styles has taken a legitimate pause for the past two months, but this could be only temporary. Value could resume its ascendancy, favoured by an expanding economy, while Secular Growth (digital economy) should continue to benefit from an economy that is undergoing a profound transformation. Digital Stars Eurozone posted its seventh consecutive positive month, slightly outperforming its benchmarks in May However, the first part of the month was difficult. Our digital economy stocks (internet distribution, online gaming, semi-conductors) suffered from profit taking due to fears of excessive valuations and the return of inflation. Conversely, "quality" stocks that are not very present in the portfolio recovered. The second half of the month was radically different and much more favourable, with a strong rebound in the technology sector. Digital Stars Eurozone Acc achieved +3.6% in May, ahead of the MSCI EMU NR +2.5%.

Read the monthly report in PDF format

Objectives

The objective of the sub-fund is to generate long-term capital appreciation and outperform the Eurozone markets as a whole by using a sophisticated quantitative model, designed by Jacques Chahine, which makes it possible to identify the top "stars" performers.

Fund profile

An extremely well diversified portfolio, invested across all market capitalizations in a purely quantitative style. Its investment universe includes Eurozone market stocks, whose capitalization exceeds $ 100 million, and monitored by a minimum of 3 financial analysts.