ALPORA Innovation Europe
Fund size EUR 132.4 Mio.
Past performance is not a reliable indicator of future performance.
The equity fund invests in Western European listed companies with above-average innovation efficiency. The fund invests across all sectors, with the exception of «utilities» and «financials». The investment process consists of a two-step procedure. As a first step, the innovation efficiency of the companies within the investment universe is measured and compared using a scientifically based quantitative method. In the subsequent step, the portfolio is constructed by selecting around 30 stocks based on our own proprietary fundamental analysis.
Portfolio Management
- Patrick Hofer
- Investment Manager
Serafin Innovation Hub / Concentrated Equity - patrick.hofer[at]serafin-am.com
- +41 (41) 726 71 76
Portfolio Management
- Patrick Hofer
- Investment Manager
Serafin Innovation Hub / Concentrated Equity
Serafin Innovation Hub
- Dr. Julian Kauffeldt
- Head of Innovation Investment Products
Serafin Innovation Hub
- Dr. Niklas Bayrle
- Investment Manager
Serafin Innovation Hub - niklas.bayrle[at]serafin-am.com
- +41 (41) 726 71 71
Serafin Innovation Hub
- Dr. Julian Kauffeldt
- Head of Innovation Investment Products
Serafin Innovation Hub
- Dr. Niklas Bayrle
- Investment Manager
Serafin Innovation Hub
Learn more about the ESG fund classification
Sustainability / ESG
Brief profile:
ALPORA Innovation Europe
Invest in European innovation champions and rely on profitable innovation leaders!
Quality Innovation:
A compelling opportunity
Leveraging insights from the ALPORA Innovation Europe fund, we identify a noteworthy trend: Europe's innovation equities appear undervalued, reflecting a gap between market valuations and underlying fundamentals.
For additional insights, please watch our video update.
Publications
TWO PAGER | INNOVATION
Breakdown by sectors
Breakdown by currencies
Breakdown by countries
ESG implementation:
We take ESG aspects into account in the financial analysis and investment decision-making process, applying a combination of exclusion criteria and ESG integration approach in the investment process. The abbreviation ESG stands for "Environmental - Social - Governance".
For the analysis within the sustainability approach, we rely on data from selected third-party providers and, if necessary, on our own analyses. The analysts and portfolio management teams are responsible for both the financial analysis and the ESG analysis. In this way, we ensure that the assessment and implementation are carried out on a recurring basis by the decision-makers in the respective fund as part of a comprehensive and integrated investment process.
In our investment process, we do not per se exclude investments in companies with weaker ESG ratings: Companies that address the issue of sustainability convincingly and consistently can be interesting portfolio companies.
Latest ESG reporting:
- Classification with regard to U.N. Global Compact Ten Principles:
All portfolio companies in the fund comply with the U.N. Global Compact Ten Principles. - Current portfolio structure using the ESG Risk Rating (by Sustainalytics):
The above fund is a financial product within the meaning of Article 8 of Regulation (EU) 2019/2088 (Disclosure Regulation).
For more information on the fulfillment of environmental and/or social characteristics, please refer to the fund prospectus.
Sustainability-related disclosures
Daten stehen nicht zur Verfügung
The gross performance takes into account the costs incurred at fund level (e.g. management fee) without including the costs incurred at investor level (e.g. front-end load and custody fees). The net performance also takes into account an initial sales charge of 0.00% in the first period under review.