Another Award for the Sturdza Family Fund
30.6.2022 10:00:00 EEST | Business Wire | Press release
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.
To view this piece of content from cts.businesswire.com, please give your consent at the top of this page.
View source version on businesswire.com: https://www.businesswire.com/news/home/20220630005073/en/
Contact information
Viali Munteanu
ericsturdzainvestments@cognitomedia.com
07547819438
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
Esri Earns ISO Certification, Reinforcing Commitment to Data Security29.1.2026 15:00:00 EET | Press release
Esri, the global leader in location intelligence, has received ISO/IEC 27001:2022 certification. This certification enables Esri's ArcGIS users to meet data residency and local regulatory requirements and ensures that Esri’s security practices comply with the requirements set by the International Organization for Standardization (ISO). ISO/IEC 27001:2022 certification provides a globally recognized framework for establishing, implementing, maintaining, and continually improving an information security management system. Esri's certification demonstrates that its system preserves the confidentiality, integrity, and availability of the platforms, services, and applications used to process, transmit, and store customer assets. "As enterprises simultaneously navigate escalating cyber threats and complex data residency regulations, our certification provides critical assurance that we maintain the rigorous security standards required today," said Michael Young, Esri, CISO-Products. "And esp
NTT DATA Signs Strategic Collaboration Agreement with AWS to Accelerate Enterprise Cloud and Agentic AI Adoption29.1.2026 15:00:00 EET | Press release
NTT DATA, a global leader in AI, digital business and technology services, today announced a multi-year Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS) to help enterprises modernize legacy systems, adopt agentic AI responsibly and scale innovation across industries. Combining NTT DATA’s expertise in cloud transformation, cloud-native modernization and Agentic AI with the scale and innovation velocity of AWS services, the collaboration will deliver tailored enterprise solutions that modernize mission-critical workloads, build secure cloud foundations and drive measurable business outcomes across regulated and high-growth industries. Under the agreement, NTT DATA and AWS will accelerate enterprise transformation in four priority areas: AI-driven large-scale cloud transformation: Accelerating the migration and modernization of on-premises workloads on AWS, leveraging generative and agentic AI, automation and data platforms to unlock new business models and drive int
U.S. Department of Energy and Kyoto Fusioneering Launch Strategic Partnership to Build Critical Fusion Infrastructure and Accelerate Deployment of Commercial Fusion Power29.1.2026 15:00:00 EET | Press release
Today, the U.S. Department of Energy (DOE) and Kyoto Fusioneering (KF) established a landmark partnership to deliver critical fusion infrastructure and perform collaborative R&D to drive down technology and commercialization risk. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260127164854/en/ Anchored by a new public-private partnership between KF and Oak Ridge National Laboratory (ORNL) that leverages each institution’s expertise in fusion technology to develop world-leading fusion test facilities and technology, this agreement establishes a new paradigm in U.S.-Japan allied cooperation and public-private partnership towards accelerating the deployment of commercial fusion power. Under the new partnership, KF and ORNL will commence joint research and development activities focused on fusion breeding blanket systems, a critical technology for producing the tritium fuel needed to sustain fusion power generation. This include
IDDI Reveals New Brand & Celebrates 35 Years of Clinical Data Science Excellence29.1.2026 14:00:00 EET | Press release
IDDI, a global clinical data science partner with more than 35 years of proven quality, today announced the launch of its refreshed brand. The new brand highlights the company’s continued focus on patients and commitment to innovation while honoring its legacy of scientific rigor. The launch coincides with IDDI’s 35-year anniversary and will debut publicly at the SCOPE Summit on Feb. 2, 2026. Biomedical research is shifting toward more complex trials and advanced analytics. But, as one survey revealed, only 46% of life science leaders are fully confident their organization’s data are consistently available and accurate. IDDI’s new brand reinforces that their services are the solution, explaining how they deliver high-quality data and mitigate risk from design to registration and beyond. “Reaching 35 years is an important milestone, not only because of our longevity, but because of the impact we’ve had,” said Marc Buyse, ScD, founder and CEO of IDDI. “Our new brand reflects the heart of
NIQ Launches Breakthrough Framework That Exposes Billions Lost to the Say–Do Gap29.1.2026 14:00:00 EET | Press release
NielsenIQ (NYSE: NIQ) today announced the launch of its Say–Do Gap Measurement Framework, an innovative behavioral metric set to transform how brands and retailers understand modern consumers and navigate a pressing challenge: consumers who say one thing but buy another. With economic uncertainty, shifting priorities, and increasingly value‑driven decision-making changing consumer habits, this growing disconnect has cost the industry more than 13 billion unit sales over the past five years—losses many companies can no longer afford to overlook. By unifying deep attitudinal insights with verified purchase data across 25+ global markets, the Say–Do Framework bridges this gap and exposes where brands are losing momentum, where unmet demand is hiding, and where opportunity is silently compounding. Brands and retailers can now quantify the gap between what consumers believe and what they buy, and market or create products that deliver value with the correct consumer, maximize price retentio
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