Stable Equities

Lasting Active Investments
The C WorldWide Stable Equities fund offers a diversified portfolio of high quality companies that we consider as the most stable equity investments worldwide. We believe that ­stable earnings growth is the foundation for long-term value creation.

Our goal is to identify the lasting investment – the long-term opportunity, based on in-depth analysis of long-term trends and themes. An investment in The C WorldWide Stable Equities fund is an investment in companies that apply to these trends and themes, offering higher growth rates than the markets in general.

Consistent investment method
The broad investment mandate gives our experienced team of portfolio managers the opportunity to select those ethical equities we believe will become good long-term investments. It is the long-term aim of the fund that the portfolio will have a price volatility that is lower than the general stock market as measured by the MSCI AC World Index. This is done by investing in stocks among the 50 pct. of the global stock market with the lowest historical or expected price volatility. We diversify on sectors and regions to make the portfolio robust towards market volatility.

• Low volatility equities
• Sustainable business models
• Active global investments

Using these selection criteria, we will continue to navigate the ­global equity markets with the same passion for strong returns that we have had since 1986.

Long-term growth
The investment objective of the C WorldWide Stable Equities fund is to achieve long-term capital growth exceeding the return of the market with a moderate risk profile in line with or below the market risk.

• Experienced managers
• Theme based investments
• High conviction stock picks

Stable equities have historically provided better capital preservation than the global stock market in general during periods of falling markets, and specifically when sudden shocks hit the market. The fund invests in equities listed on global stock exchanges and has no geographic or sector restrictions.

Watch the portfolio