Quarterly Report Q2/2024 – Changes in Quality Portfolio скачать в хорошем качестве

Quarterly Report Q2/2024 – Changes in Quality Portfolio

The second quarter of the year continued positively for the Sifter Fund, generating a return of 3% (R-class). Following the rapid growth in the first quarter (14.7%), the Fund’s performance was more moderate, which is entirely normal. Since the beginning of 2024, the Fund has yielded 18.2%. Please note that the historical performance of the Fund is not indicative of future results. 00:00 Introduction 00:13 Fund Returns 01:01 Top and Bottom performers in Q2 01:27 High valuations 06:01 Major portfolio revisions in 2024 07:08 Case Safran 15:09 Key performance indicators 19:16 U.S. allocation changes 23:19 Disclaimer Disclaimer: The fund's historical return is not a guarantee of future performance. The value of your fund shares may rise or fall as a result of market developments. The repayment of the invested amount cannot be guaranteed. Please review the fund's key information documents before investing. The fund does not have an official benchmark index. The companies presented are not intended as investment advice but serve solely as marketing material for the Sifter Fund in this presentation. Sifter Capital accepts no responsibility for any errors or inaccuracies in the content of the presentation.