SEB Montrusco Bolton Global Equity Fund

Past performance is not indicative of future results. The value of fund units can rise as well as fall, and you may not get back the amount you invested. Fund information, including the key information document (KID), prospectus, and sustainability-related disclosures, can be found at sebgroup.lu/funds and seb.se/fondlista.

The SEB Montrusco Bolton Global Equity Fund is the fruit of a strategic partnership between SEB and Montrusco Bolton.

Montrusco Bolton is a Canadian-based, privately owned asset manager headquartered in Montreal with one of the strongest track records among global equity strategies.

An investment strategy based on in-depth fundamental analysis

The SEB Montrusco Bolton Global Equity Fund is an actively managed global equity fund consisting of a concentrated high-conviction portfolio of around 30–40 stocks, benchmarked against MSCI All Country World NR Index.

The fundamental approach is to through in-depth bottom-up analysis, capture quality companies through value chain analysis across all sectors.

A long-term investment focus keeps emphasis on alpha generation from pure stock selection, which the team at Montrusco Bolton has managed to achieve historically.

The focused and repeatable investment process, ensures consistent decision-making across all investments.

The fund has a fully invested portfolio with no market timing approach and minimize style tilts. The investment team strives to keep beta close to 1.

Sustainability is an integrated part of the investment processes. The fund has an active engagement with stakeholders and excludes companies that fail to meet Montruso Bolton’s and SEB Investment Managements standards.

SEB Montrusco Bolton Global Equity Fund in short

A fund created through a strategic partnership between SEB and Montrusco Bolton, a Canadian asset manager headquartered in Montreal founded in 1999
An actively managed global equity fund consisting of a concentrated high-conviction portfolio of around 30-40 growth companies across sectors
The global equity team at Montrusco Bolton is a passionate team with a unique fundamental investment approach, with a consistent and proven track-record over the long haul

A passionate team with a unique investment approach

The global equity team at Montrusco Bolton is passionate with a unique investment approach and consistent and proven track-record over the long haul.

The global equity strategy has been successfully managed by Montrusco Bolton since inception in 2009, showing top quartile performance*
Historically, the strategy has been able to generate alpha, both in upward and downward-moving markets in a balanced way

Source: Montrusco Bolton, as of 31/03/2024, unless otherwise stated.

*Please note that this track record is for Montrusco Bolton’s global strategy (since 2009), and global ex-fossil fuel strategy (since 2018). The fund follows Montrusco Bolton’s global ex-fossil fuel strategy but be aware that performance deviations can occur due to different fee structures and other circumstances. Source: Montrusco Bolton, Bloomberg and eVestment. Category: Global universe, Active, Long Only, Mid-Large Cap, Large Cap and Mega Cap (> $7.5B USD). Ranking based on data as of 31/12/2023 in USD.

Please contact your Client executive for further information.

SEB Montrusco Bolton Global Equity Fund is managed by Montrusco Bolton and SEB Investment Management AB, org. no. 556197-3719, a management company supervised by the Swedish Financial Supervisory Authority and a wholly owned subsidiary of Skandinaviska Enskilda Banken AB (publ). SEB Investment Management AB has designated Montrusco Bolton Investments Inc. as the investment manager for the fund. Montrusco Bolton is responsible for identifying and selecting investments and making all investment decisions.