Sifter Fund Global
Fund description
- Fund name: Sifter Fund Global
- Jurisdiction: Luxembourg
- Regulatory framework: SICAV
- Liquidity: Daily
- Manager: Santeri Korpinen, Karl Lidsle, Olli Pöyhönen y Alexander Järf
- Custodian: Quintet Private Bank
- Auditor: Ernst & Young
- Share-class: R
- Minimum Investment: 100.000€
- Annual management fee: 1.4%
- Start date: 20 Jun 2003
- Currency:
- EUR: (R) LU0168736675
- Share-class: I
- Minimum Investment: 500.000€
- Annual management fee: 1.4%
- Start date: 19 Jun 2003
- Currency:
- EUR: (I) LU0168577939
- Share-class: PI
- Minimum Investment: 5.000.000€
- Annual management fee: 1.0%
- Start date: 23 Feb 2015
- Currency:
- EUR: (PI) LU1194076995
Objective of the fund
The objective of the Sifter Fund is to offer its shareholders the opportunity to invest in an investment vehicle focused on capital growth through investments in securities. The fund focuses on investing in high-quality companies globally, aiming for sustainable long-term returns.
Investment Strategy
The investment strategy of the Sifter Fund is based on a rigorous systematic elimination process, analyzing 65.000 public companies using quantitative and qualitative criteria. With over 20 years of track record, the fund selects around 30 companies with superior business models, high barriers to entry, pricing power, and recurring revenue flows.
It invests with a long-term perspective and avoids market timing, speculation on stock prices, currency hedging, or derivatives, and steers clear of cyclical or commodity-dependent sectors.
The focus is on fundamental analysis, targeting businesses with high returns on investment and healthy balance sheets.
