ALPORA Innovation Europe
Fund size EUR 326.8m
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. In a first step, the innovation efficiency of the companies in the investment universe is measured and compared using a scientifically based quantitative method. In a further step, the portfolio is constructed by selecting around 30 stocks on the basis of our own proprietary fundamental analysis.
Patrick Hofer looks back at the first half of 2021 and gives an outlook for the second half of the year.
ALPORA Innovation Europe Fund - Winner of the Scope Award 2022 Switzerland and Germany
AMG Fondsverwaltung AG wins the Scope Award 2022 for the ALPORA Innovation Europe Fund. The fund receives the award as best fund in Switzerland and Germany in the category «Equities Europe». The fund has outperformed its benchmark by over 170% (as of the end of October 2021) since its launch in 2014.Go to press release