Business Wire

Another Award for the 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 or visit the fund page on

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 for full disclaimers.

To view this piece of content from, please give your consent at the top of this page.

Contact information

Viali Munteanu

About Business Wire

For more than 50 years, Business Wire has been the global leader in press release distribution and regulatory disclosure.

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

Feeling ’22: Mary Kay Inc. Announces Awards, Milestones, and Accomplishments From First Half of the Year28.7.2022 20:02:00 EEST | Press release

Mary Kay Inc. is feeling ’22. Throughout the first half of the year, the iconic global entrepreneurship company has furthered its innovations in skin science, continued its social impact efforts, and garnered several prestigious awards for its business and leadership. It’s a thing of beauty—and the nearly 60-year-old brand is just getting started. This press release features multimedia. View the full release here: Mary Kay logo (Graphic: Mary Kay Inc.) 2022 AWARDS & HIGHLIGHTS 30 total awards for business excellence, social impact and sustainability 10 employer awards recognizing Mary Kay as a great place to work and for operational excellence 7 awards for Mary Kay’s c-suite and senior leadership 17 self-released reports reinforcing Mary Kay’s operational and philanthropic efforts supporting its sustainability commitments for its Enriching Lives Today for a Sustainable Tomorrow strategy 3 mentions in annual reports from social i

Asaf Ashkenazi Named CEO of Verimatrix28.7.2022 19:00:00 EEST | Press release

Regulatory News: Verimatrix (Euronext Paris: VMX) (Paris:VMX), today announced the appointment of Asaf Ashkenazi as Chief Executive Officer effective Monday, August 1st, 2022. Amedeo D’Angelo, Chairman and Chief Executive Officer since 2015, remains Executive Chairman of Verimatrix effective the same day. Asaf Ashkenazi joined Verimatrix in 2018 and currently serves as Chief Operating Officer. He will lead the company’s ongoing business model transformation announced last year that focuses on recurring subscription-based revenue sources and new products. “This evolution and reinforcement of the Verimatrix governance structure aligns well with the company’s needs as we further the progression of our business model,” Amedeo D’Angelo said. “I look forward to working closely with Asaf in his newly expanded role as CEO during this strategic development of Verimatrix.” Previously leading the company’s R&D, product, sales and marketing operations, Asaf Ashkenazi will continue to harness his d

GUESS Heads to Granada for the 2022 Fall/Winter Advertising Campaign28.7.2022 18:00:00 EEST | Press release

The new GUESS Fall-Winter 2022 advertising campaign sees the brand off to explore the history-steeped streets of Granada, Spain. This press release features multimedia. View the full release here: GUESS Heads to Granada for the 2022 Fall/Winter Advertising Campaign (Photo: Business Wire) The FW22 campaign is immortalized through the lens of fashion photographer Tatiana Gerusova, under the guidance of GUESS?, Inc.’s Chief Creative Officer, Paul Marciano. The new campaign features a sizzling lineup: German-born, Polish fashion model Kim Dammer, Serbian model Nina Kostić, Spanish model Lidia Santos, Italian model Mario Ermito, and French model Xavier Grey. GUESS Women The campaign showcases an enticing array of GUESS pieces, highlighting must-have accessories and elevated animal and botanical prints. The collection brings a fresh and youthful breeze of contemporary color and style to grey winter days. Against the alluring continent

Innovaderm Bolsters European Presence With Two Newly-Established Operations Hubs (Spain & Poland)28.7.2022 17:00:00 EEST | Press release

Innovaderm announced today that its strategic European expansion initiative has reached a major milestone with the launch of two key centres of operations in Poland and Spain. Biotechnology and pharmaceutical companies can officially partner with the CRO’s team of experts in Europe to manage clinical trials in psoriasis, acne, atopic dermatitis and other dermatology indications. This includes adherence to stringent regulatory requirements, patient recruitment, site selection, clinical monitoring and protocol writing. “To date, we have successfully completed more than 500 clinical trials at 2,900 sites,” says Dave Selkirk, Innovaderm’s Chief Operating Officer. “The presence of two operations hubs in Europe will allow us to go one step further and accelerate the development of promising therapies that have the potential to transform lives. As we look to the future, our goal is to continue supporting innovation in research and the increasing number of patients with skin conditions worldwi

Echosens Partners with World Hepatitis Alliance on World Hepatitis Day, July 28, Urges Importance of Testing and Treatment28.7.2022 16:07:00 EEST | Press release

Echosens, a high-technology company offering liver diagnostic solutions, establishes its support of World Hepatitis Day (WHD), July 28 by partnering with the World Hepatitis Alliance as a bronze sponsor. The commemoration calls for greater awareness of the 357 million people who live with viral hepatitis but are unaware of it. The campaign’s theme “I can’t wait” highlights the need to accelerate the fight against viral hepatitis and the importance of testing and treatment for the real people who need it. “Echosens recognizes that every 30 seconds, someone in the world dies from a hepatitis-related illness, and we join hands with organizations throughout the world to advance increased vigilance around liver health,” says Dominque Legros, Echosens Group CEO. “It is gratifying to see that this year's theme for World Hepatitis Day aligns with our mission for early detection that can result in more effective intervention, treatment and better outcomes.” Viral hepatitis is an inflammation of

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