The story behind our investment funds’ success

 

One of EuroLife’s most important competitive advantages is the efficient management of its funds. What is behind this continuing success?

The secret lies on maintaining significant diversification in company funds. To illustrate, customers holding units in our funds have an investment exposure in more than 2500 stocks and in more than 2.000 bonds/debt securities worldwide.

The Investment Committee carefully ensures that there is significant diversification in fund investments by selecting different asset classes, geographical regions, industries, and investment factors, while at the same time employing a multi-manager approach.

Extensive investment diversification acts as a first line of defense against the many investment risks –especially the unpredictable investment risks that occur from time to time. This is confirmed by the resilience of our investment funds during the various economic crises we have experienced.

The current economic environment requires more than ever the existence of significant investment diversification. Global stocks have been rising since March 2009, and global bond prices have been rising for three decades. At the same time, there are several political and geopolitical risks. The Investment Committee is exploring the possibility of broadening the number of investment categories in order to further increase diversification.

At EuroLife we ​​will continue to ensure that the company’s funds maintain high levels of investment diversification, thus providing significant protection for our customers’ savings.