STURDZA-FAMILY-FUND
Having reached its third anniversary in December 2021 the Sturdza Family Fund and the investment team became eligible for consideration by a number of the industry’s independent rating agencies.
To date, the Fund has received 4-star and 5-star Morningstar ratings (depending on the share class); a 5-Globe ‘High’ Morningstar Sustainability Rating (putting the Fund in the top 10% of all Funds within its peer group) and three of the investment team have been rated by Citywire. These all speak to the quality of the management of the Fund, particularly from a risk-adjusted perspective.
We are pleased to advise therefore the Fund has received further recognition, from FundsPeople. They have classified the Sturdza Family Fund as one of their "Distinguished Investment Products of the Year" within their 2022 Fund ratings in Italy and Spain.
The Sturdza Family Fund has been recognised for the consistency of the returns, with reference tovolatility versus its Morningstar-defined peer group. Additional information regarding FundsPeople’s assessment methodology is provided below.
About the Sturdza Family Fund
The Fund was launched to capitalise on Eric Sturdza’s long-term approach to investing, with a focus on high growth and stable companies, whilst seeking to reduce volatility through a diversified flexible allocation portfolio. The Fund is an important component in the Sturdza Family’s own wealth management strategy.
Accordingly, the team is composed of experienced and complementary managers and advisers, with diverse backgrounds and in-depth knowledge of their respective asset classes, to support the delivery of the investment objective over the long term.
Today the team consists of seven individuals, including Eric and Constantin Sturdza. Through this Fund, we seek to give long-term investors the opportunity to invest alongside the Sturdza family ensuring a true alignment of interests.
Commenting on the recognition from FundsPeople, Constantin Sturdza said: “We are delighted that the Sturdza Family Fund has been recognised by FundsPeople for the risk-adjusted returns that have been achieved since inception in 2018. The macro environment has been volatile and unpredictable at times; however, we as a team are proud that the strategy has achieved our objective, based on long-term principles, with a focus on value creation.
We are continuously looking at ways to enhance our approach and adapt to the investment environment we face, with the aim of ensuring we continue to serve our clients in a unique way and in doing so maintain a total and relatively unparalleled alignment of interest as cornerstone investors ourselves.”
The FundsPeople Rating Methodology
For seven years, FundsPeople has been evaluating funds based on three criteria to identify the products, in each market, that have demonstrated consistent results compared to their peer group and are considered to be among the best bets according to fund selectors or have a significant heritage in the specific market. FundsPeople believes that a fund that meets at least one of these criteria is worthy of recognition in the so-called FundsPeople Ratings.
As noted, the Sturdza Family Fund was selected based on the consistency of the risk-adjusted returns. These are analysed by the team at FundsPeople utilising their own quantitative model which identifies the most consistent funds within each category (Morningstar Category).
The initial stage of the process considers the entire universe of funds available for sale in the relevant market, with profitability data for more than three years at the end of the relevant calendar year (2021 in this instance). Only the oldest share class that is available for sale in the market under consideration is utilised in this regard.
The focus of the team at FundsPeople is to identify how each fund has behaved based on two variables: profitability and volatility, in base currency terms. They compare each fund within the peer group using two scorecards.
The first considers cumulative profitability and volatility data over three and five years; whilst the second considers these metrics over the last five calendar years (2017, 2018, 2019, 2020 and 2021). In both cases, profitability and volatility are weighted 65% / 35% respectively. Each scorecard ranks the funds within the peer group, with those within the first quintile receiving a rating.
Get in touch
For further information regarding the Sturdza Family Fund, the investment team or to receive additional materials please contact info@ericsturdza.com or visit the fund page on ericsturdza.com .
The views and statements contained herein are those of Banque Eric Sturdza SA in their capacity as Investment Advisers to the Fund as of 27/06/2022 and are based on internal research and modelling. Please refer to ericsturdza.com for full disclaimers.
View source version on businesswire.com: https://www.businesswire.com/news/home/20220630005073/en/
About Business Wire
Subscribe to releases from Business Wire
Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.
Latest releases from Business Wire
Andersen Consulting udvider sit udbud med LBC12.12.2025 11:09:00 CET | Pressemeddelelse
Andersen Consulting styrker sine kompetencer gennem en samarbejdsaftale med LBC, en Portugal-baseret international virksomhed kendt for sin integrerede tilgang til forretningsoptimering, digital transformation og udvikling af menneskelig kapital, der kombinerer kreativitet og menneskelig etik med ai med henblik på at accelerere værdiskabelse. LBC blev stiftet i 2001 og bistår internationale organisationer, offentlige instanser og virksomheder inden for adskillige brancher, herunder finans, energi, TMT, transport og den offentlige sektor. LBC betjener kunder i Afrika, Nord- og Sydamerika samt Europa og leverer ydelser inden for management consulting, digital transformation, kapacitetsopbygning og ai-implementering. Virksomheden er kendt for en kultur præget af innovativ transformation med fokus på vedvarende resultater og hjælper kunder med at navigere i komplekse forandringer med målbar effekt. Nylige investeringer i enterprise AI styrker virksomhedens kompetencer inden for UX/UI, auto
INNIO to Supply Technology for a Landmark Project in Texas, Reinforcing Grid Stability12.12.2025 09:59:00 CET | Press release
INNIO Group, a leading energy solution and service provider, is collaborating with the U.S. power utility Greenville Electric Utility System (GEUS) on a landmark 104-megawatt (MW) power plant. The new plant is designed to help reinforce grid stability, cover peak loads, and enable greater integration of renewable energy. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251211712708/en/ Jenbacher J920 FleXtra “This project is a milestone for Texas and for INNIO. With fast-start capability, flexibility, and sustainability, we are creating the energy infrastructure that modern grids need: reliable, growth-promoting, and supporting the expansion of renewables,” said Dr. Olaf Berlien, President and CEO of INNIO Group. Groundbreaking for the plant’s construction took place in early December, with commissioning scheduled for summer 2027. The groundbreaking marks the beginning of the largest installation to date of Jenbacher J920 FleX
Kioxia Develops Core Technology that Will Allow the Practical Implementation of High-density, Low-power 3D DRAM12.12.2025 06:24:00 CET | Press release
Showcase the technology of highly stackable oxide-semiconductor channel transistors Kioxia Corporation, a world leader in memory solutions, today announced the development of highly stackable oxide-semiconductor channel transistors that will enable the practical implementation of high-density, low-power 3D DRAM. This technology was presented at the IEEE International Electron Devices Meeting (IEDM) held in San Francisco, USA, on December 10, and has the potential to reduce power consumption across a wide range of applications, including AI servers and IoT components. In the era of AI, there is growing demand for DRAM with larger capacity and lower power consumption that can process large amounts of data. Traditional DRAM technology is reaching the physical limits of memory cell size scaling, prompting research into the 3D stacking of memory cells to provide additional capacity. The use of single-crystal silicon as the channel material for transistors in stacked memory cells, as is the
Andersen Global styrker sine juridiske kapaciteter med tilføjelsen af brasiliansk medlemsfirma11.12.2025 18:49:00 CET | Pressemeddelelse
Andersen Global udbygger sin juridiske platform i Brasilien, da Lotti e Araújo bliver et medlemsfirma, hvilket styrker organisationens kapacitet i Latinamerika. Lotti e Araújo blev stiftet for over 20 år siden og tilbyder omfattende juridisk rådgivning til brasilianske og multinationale klienter inden for en lang række brancher. Dets tværfaglige praksis omfatter selskabsret, skatteret, arbejdsret, retssager, inkasso og inddrivelse af gæld – samt specialiseret arbejde med at identificere skjulte aktiver og inddrive anke- og retsindskud i ældre sager. Firmaet håndterer også voldgift, forvaltningsret, udenlandske investeringer, fast ejendom, intellektuel ejendomsret, databeskyttelse og virksomhedsomstrukturering og tilbyder juridisk assistance inden for selskabsdannelse og repræsentation over for tilsynsmyndigheder. Teamet rådgiver klienter om forebyggende juridiske strategier og komplekse tvister for administrative organer og domstole i Brasilien. "Hos Lotti e Araújo bygger vores praksis
BEYOND Developments Reveals a New Vision for Purposeful Living on Dubai Islands with SIORA11.12.2025 18:02:00 CET | Press release
A 2M sqft masterplan inspired by Japanese garden principles, crafted around balance, clarity, and the quiet rhythm of coastal life BEYOND Developments, the bold and design-led real estate developer shaping next-generation waterfront destinations in the UAE, today unveiled SIORA, its first beachfront masterplan on Dubai Islands and the company’s second large-scale community within a year. The launch underscores BEYOND’s accelerated growth and strong alignment with Dubai’s future urban vision. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251211014389/en/ BEYOND Developments - SIORA Masterplan at sunset - Dubai Islands (Photo: AETOSWire) Spanning over 2M square feet, SIORA is conceived as a coastal sanctuary inspired by Japanese garden philosophies, including the pursuit of Ikigai, the Japanese concept of finding purpose and fulfilment in everyday life. In this context, it reflects a philosophy of creating spaces that bring c
In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.
Visit our pressroom