TREA SELECT EUROPEAN EQUITIES

Investment policy

The investment objective of the Sub-Fund is to provide superior capital growth through an active management of a portfolio of listed equities and other transferable securities equivalent to equities. The geographic focus will generally be on European countries. The SubFund intends to achieve its objective by investing its assets principally in equities and equity linked securities, including but not limited to depository receipts, warrants and other participation rights and participation notes, equity linked notes and convertible securities, of issuers whose shares will be listed on an European market stock exchange, and/or of companies incorporated, having their principal place of business or carrying out a significant part of their business in a European country, even if they are listed on a stock exchange elsewhere.

Fund managers

Pere Moratona

Pere Moratona

Pere started his career as an Equity Portfolio Manager in I.M. Administración SGIIC in 1994. From 1997 until 2009 he was the head of equity at GesFibanc. He joined TREA in 2010, where he is Co-Head Portfolio Manager for the European and Spanish equity strategies, and responsible for European Equities. He holds a BSc in Business Sciences from the Universitat de Barcelona (UB).

Xavier Carulla

Xavier Carulla

Xavier joined Trea in April 2016 as Equity Portfolio Manager. Prior to that he worked at Caja de Ingenieros Gestión. He began his career as Equity Portfolio Manager in 2008 at Caixa Manresa (Catalunya Caixa). He holds a BSc in Business Sciences from Universidad de Lleida and Degree in economics and Business from UOC. He also holds a MA in finance from Institut d´Estudis.

Reports
Documents
Performance

Fondos Select European Equities

Name
ISIN
Date
Luxembourg domicile
Name
SELECT EUROPEAN EQUITIES - C
ISIN
LU1028506290
Date
23/05/2018
NAV
No. of Shares
Shareholders
Aum
Name
SELECT EUROPEAN EQUITIES - A
ISIN
LU1028505649
Date
23/05/2018
NAV
No. of Shares
Shareholders
Aum