Pharus Sicav Basic Fund

Class A
ISIN: LU0082941195
Category: EUR Flexible Allocation
01.04.2025
Key Information
Net Asset Value180,94 EUR
Fund Size23.869.144 EUR
Launch Date20 gen 2005
Key Information
Management information
SicavPHARUS SICAV
Management CompanyPHARUS MANAGEMENT LUX SA
Investment ManagerPharus Asset Management SA
Key Information
Investment objective
Pharus Sicav Basic Fund is a flexible fund which aims to provide capital growth through exposure to mainly equity markets and in the Euro area. The focus is on identifying value stories not yet expressed in the stock market, of which the Italian market, especially mid-small caps, is particularly rich.
Key Information

Risk & reward profile

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01.04.2025
Manager comment
Manager comment
The BASIC FUND performed +1.75% during the month of February. The sector is benefiting from intense M&A activity, signalling renewed interest from strategic and financial investors. Low valuations relative to fundamentals reinforce our belief that this is a good time to invest in companies with high growth potential. At the same time, major equity markets are starting to show high valuations and a heightened risk profile. The slowdown in falling interest rates has not stopped the growth of mid and small caps, which continue to show strength despite the current macroeconomic uncertainties. Against this backdrop, BASIC FUND is strategically positioned in a market segment that offers attractive appreciation margins and lower risk.
Documents
N.A.

Last updated on 01.04.2025

* No coverage or derivatives are included
* No coverage or derivatives are included
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