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Montrusco Bolton taps European market through Universal Investment
Marketing Communication
Date:
25. April 2022
Luxembourg / Montreal
- Canadian asset manager launches fund with Universal Investment in Luxembourg
- Global Equity strategy with strong track record against the MSCI World Index
Canadian asset management firm Montrusco Bolton taps the European investment market with a Global Equities fund aimed at retail as well as professional investors. The strategy has been launched in collaboration with Universal Investment in Luxembourg and offers a quality growth portfolio with ESG integration into the investment process. The fundamental, bottom-up investment process results in a high-conviction portfolio of 35 to 40 holdings and aims to outperform the fund’s benchmark, the MSCI World Index. The current portfolio manager has been successfully running this strategy for institutional investors in Canada since 2009.
As the firm aims to continue its success story across the pond, the Montreal headquartered asset manager and PRI signatory has chosen Universal-Investment as the fund’s management company to further accelerate their growth in Europe. The ever-increasing regulatory substance requirements as well as Universal Investment’s distribution capabilities were decisive factors for Montrusco Bolton. The UI I – Montrusco Bolton Global Equity Fund has been available for investors from Germany and Austria since April 21 and will be made available to other European countries in due course.
Our partnership with Universal Investment offers an exciting opportunity! I am looking forward to building long-term relationships with European investors.
Montrusco Bolton’s Global Equity team members consider themselves business experts and focus on generating alpha from stock selection. Their Quality Growth investment universe helps them pick companies that are well positioned to grow longer-term, and which have pricing power (think of the Porter’s five forces). In the investment process, target equities undergo a rigorous fundamental analysis as well as risk assessment and must score high in Montrusco Bolton’s proprietary sustainability scorecard that focuses on six pillars. Through the norm-based exclusion of non-ethical companies and those generating more than five per cent of their revenue from the production and distribution of adult entertainment and gambling, mining, nuclear energy, tobacco and alcohol, weapons and/or their essential components, risks in the portfolio are further reduced. The portfolio management team also actively engages with the management teams of the companies they invest in.
Montrusco Bolton takes a long-term investment approach. The investment team’s goal is to build an attractive risk-return portfolio, reducing systematic volatility by minimizing sector and country deviations. They do not take risks where they do not have a competitive advantage.
Montrusco Bolton manages about USD 8 bn in equities and alternative investments today. The launch of UI I – Montrusco Bolton Global Equity Fund is the firm’s first offering to professional and retail investors in Europe. The fund launch marks the start of a long-term partnership between both firms. With continuing success, further strategies are to be launched with Universal Investment.
About Montrusco Bolton
Montrusco Bolton Investments Inc. is a Canadian boutique asset manager, firmly established with roots tracing back to 1946, with approximately USD 8 billion in assets under management as of March 31, 2022. Headquartered in Montreal, the firm has an entrepreneurial culture with long-term strategic partners, a robust infrastructure and a sound governance, as well as a diversified investment offering. The company is privately owned and independent and serves institutional clients in North America, Europe and Asia. Montrusco Bolton has been a signatory of the UN Principles for Responsible Investment since 2011.
Disclaimer
© 2023. All rights reserved. This publication is for marketing purposes only. The information provided is not intended as a recommendation or advice. All information is based on publicly available sources that we believe to be reliable. We cannot guarantee the accuracy or completeness of the information and no statement in this publication should be construed as such a guarantee. The opinions expressed in this publication are subject to change without notice. Past performance information is not indicative of or a guarantee of future performance. The sole basis for the acquisition of units is the fund documentation of the respective investment fund, consisting of the sales prospectus, the annual report and/or the semi-annual report and the PRIIPS-KID. These documents can be accessed free of charge in German at https://fondsfinder.universal-investment.com/en under the relevant fund. A summary of your investor rights can be found at https://www.universal-investment.com/en/Corporate/Compliance/Luxembourg/.
The information presented in this publication is for your information only, is subject to change and does not constitute investment advice, legal and/or tax advice or any other recommendation. The statements contained in this document reflect the current views of Universal-Investment-Luxembourg S.A. ("UIL"), which are subject to change at any time without notice. All statements in this overview have been made with care in accordance with the state of knowledge at the time of the preparation of the marketing document. However, no responsibility or liability can be accepted for its accuracy or completeness. Information on how we deal with complaints can be found at https://www.universal-investment.com/-/media/Compliance/PDF/Luxembourg-English/Complaint-Handling-Policy_UIL_EN_02-2022.pdf.
Furthermore, we would like to point out that in the case of funds for which UIL as management company has made arrangements for the distribution of fund units in EU Member States, UIL may decide to cancel these in accordance with Directive 2009/65/EC and Art. 32 a of Directive 2011/61/EU. In this context, the Management Company may make a lump sum offer to repurchase or redeem all corresponding units held by investors in the relevant Member State.
An investment in a Fund is a risky investment and investors in the Fund may suffer a loss in value up to an amount equivalent to a total loss of the entire capital invested in the Shares in the Fund. Accordingly, potential investors should have adequate and sufficient liquidity to economically bear a total loss of their investment in the Fund.
When deciding to invest in the advertised fund, the investor should also take into account the sustainability-relevant aspects with regard to the characteristics or objectives of the advertised fund as presented in the prospectus.
Further information on the sustainability aspects of the fund can be found in the web document, the sales prospectus and the pre-contractual product information. This can be found at https://fondsfinder.universal-investment.com/api/v1/LU/LU2606334659/document/SRD/en.
The information presented in this publication is for your information only, is subject to change and does not constitute investment advice, legal and/or tax advice or any other recommendation. The statements contained in this document reflect the current views of Universal-Investment-Luxembourg S.A. ("UIL"), which are subject to change at any time without notice. All statements in this overview have been made with care in accordance with the state of knowledge at the time of the preparation of the marketing document. However, no responsibility or liability can be accepted for its accuracy or completeness. Information on how we deal with complaints can be found at https://www.universal-investment.com/-/media/Compliance/PDF/Luxembourg-English/Complaint-Handling-Policy_UIL_EN_02-2022.pdf.
Furthermore, we would like to point out that in the case of funds for which UIL as management company has made arrangements for the distribution of fund units in EU Member States, UIL may decide to cancel these in accordance with Directive 2009/65/EC and Art. 32 a of Directive 2011/61/EU. In this context, the Management Company may make a lump sum offer to repurchase or redeem all corresponding units held by investors in the relevant Member State.
An investment in a Fund is a risky investment and investors in the Fund may suffer a loss in value up to an amount equivalent to a total loss of the entire capital invested in the Shares in the Fund. Accordingly, potential investors should have adequate and sufficient liquidity to economically bear a total loss of their investment in the Fund.
When deciding to invest in the advertised fund, the investor should also take into account the sustainability-relevant aspects with regard to the characteristics or objectives of the advertised fund as presented in the prospectus.
Further information on the sustainability aspects of the fund can be found in the web document, the sales prospectus and the pre-contractual product information. This can be found at https://fondsfinder.universal-investment.com/api/v1/LU/LU2606334659/document/SRD/en.
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