Pharus Sicav Trend Player

Class A
ISIN: LU1253867508
Category: EUR Flexible Allocation - Glob
23.11.2022
Key Information
Net Asset Value146,90 EUR
Fund Size40.532.478 EUR
Launch Date15 lug 2016
BenchmarkBENCHMARK COMPOSITE 51653
Key Information
Management information
SicavPharus Sicav
Management CompanyPharus Management Lux SA
Investment ManagerPharus Asset Management SA
Key Information
Investment objective
Pharus Sicav Trend Player aims to achieve capital growth in the medium-long term by applying evolutionary strategies capable of capturing changes. In fact, it recognizes and interprets market momentums and capitalizes on their signals by identifying potential industry trends and selecting individual stories through a bottom-up analysis that considers valuations, competitive advantages, sentiment analysis and company fundamentals. The fund currently focuses mainly on sectors such as Technology, which has earnings growths that are 3 times higher than the market, Electric Mobility, characterized by double margins compared to traditional cars, and Telemedicine. The portfolio is generally balanced across both equity and bond positions.
Key Information

Risk & reward profile

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23.11.2022
Manager comment
Manager comment
In October, the performance of the stock and bond markets were compensated, with the former rising and the others falling. The dollar eventually remained almost unchanged, trying to get back to parity with the euro. The moments are difficult, because the guide is now not only the fundamentals but also the emotional reaction of investors, creating scenarios of all kinds, but above all catastrophic. In this situation we must be rational and keep the existing positions, since in any case they are investments in solid and profitable companies.
Documents
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Last updated on 23.11.2022

* No coverage or derivatives are included
* No coverage or derivatives are included
Top Ten Holding
Tesla Inc 5.81 %
Apple Inc 4.61 %
Alphabet Inc-cl A 4.57 %
Us Treasury N/b 2.125% 30.09.24 3.84 %
Amazon.com Inc 3.11 %
Microsoft Corp 2.93 %
Palo Alto Networks Inc 2.59 %
Nvidia Corp 2.36 %
Salesforce.com Inc 2.13 %
Qualcomm Inc 1.74 %
Top Ten Holding
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