BMC Global Select
Equity fund with global mandate
BMC Global Select is an actively managed equity fund with a global mandate. The main objective is to, over time, generate a high positive return with balanced equity market risk to its investors. The investment strategy is concentrated to 25-35 companies of exceptional quality with positive outlooks and attractive valuations. Company visits and meetings with management is key in the investment process.
- Strong historical returns – generated by portfolio managers with skin in the game
- A portfolio of “the world’s finest companies” – high-quality companies with good future prospects and attractive valuation
- Actively managed with at least 2/3 invested in “Champions” and up to 1/3 in “Special Situations”
- A “Champion” is the market leader in its industry with high profitability and good growth
- A “Special Situation” is a company that the market doubts but which we determine are on the cusp of positive change
- ESG focused and light green fund (article 8 according to SFDR) that actively selects companies with an investable ESG profile. The portfolio managers actively work to positively impact their investments on sustainability through active discussions with management
- Does not invest in companies which produce alcohol, fossil fuels, tobacco, gambling or military equipment (> than 5% of revenues)
Fund Overview
Inception Date
2014-11-28
Portfolio Managers
Andreas Brock & Henrik Milton
Investment universe
Global equity fund
Minimum investment
(I EUR) = 2 000 000 EUR
Investment management fee
(I EUR) = 0.70% p.a. + 10% Performance fee (MSCI All Country World Daily Net Total return index)
Subscription/redemption fee
None
UCITS
Yes
Swing factor
Not applicable
Risk & Reward Profile
1
2
3
4
5
6
7
Portfolio Managers

Andreas Brock
Portfolio Manager

Henrik Milton
Portfolio Manager
Analysts

Christopher Wright
Analyst
Johan Agneman
Analyst

Herman Ohlsson
Analyst
Sustainability Related Disclosures
Key Investor Information
- PRIIP BMC Global Select I EUR - English
- PRIIP BMC Global Select I SEK - English
- PRIIP BMC Global Select R EUR - English
- PRIIP BMC Global Select R SEK - English
- PRIIP BMC Global Select R-C SEK - English
- PRIIP BMC Global Select R-C EUR - English
- PRIIP BMC Global Select BT EUR - English
- PRIIP BMC Global Select BT SEK - English
- PRIIP BMC Global Select R-D SEK - English
- PRIIP BMC Global Select BT-D SEK - English
- PRIIP BMC Global Select I-D SEK - English
- PRIIP BMC Global Select R-C NOK - English
- PRIIP BMC Global Select R-S EUR - English
- PRIIP BMC Global Select W SEK - English
- PRIIP BMC Global Select I EUR - Norwegian
- PRIIP BMC Global Select BT EUR - Norwegian
- PRIIP BMC Global Select I SEK - Norwegian
- PRIIP BMC Global Select R SEK - Norwegian
- PRIIP BMC Global Select R EUR - Norwegian
- PRIIP BMC Global Select R-C NOK - Norwegian
- PRIIP BMC Global Select BT-D SEK - Norwegian
- PRIIP BMC Global Select I EUR - Danish
- PRIIP BMC Global Select I SEK - Danish
- PRIIP BMC Global Select BT EUR - Danish
- PRIIP BMC Global Select BT-D SEK - Danish
- PRIIP BMC Global Select R EUR - Danish
- PRIIP BMC Global Select R-C EUR - Danish
- PRIIP BMC Global Select R SEK - Danish
- PRIIP BMC Global Select I EUR - Spanish
- PRIIP BMC Global Select I SEK - Spanish
- PRIIP BMC Global Select R EUR - Spanish
- PRIIP BMC Global Select R SEK - Spanish
- PRIIP BMC Global Select R-C EUR - Deutsch
- PRIIP BMC Global Select BT EUR - Deutsch
- PRIIP BMC Global Select I EUR - Deutsch
- PRIIP BMC Global Select R EUR - Deutsch
- PRIIP BMC Global Select R-S EUR - Deutsch
- PRIIP BMC Global Select R SEK - Dutch (NL)
- PRIIP BMC Global Select I SEK - Dutch (NL)
- PRIIP BMC Global Select BT-D SEK - Dutch (NL)

