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SGVP Global Value Equity Fund
The SGVP Global Value Equity Fund is an equity fund launched in 2008 with domicile in Luxembourg under UCITS law and daily liquidity. It invests worldwide in approximately 40-60 handpicked listed companies, which according to the analysis of SG Value Partners, are traded at a significant discount to their calculated intrinsic value. The portfolio has virtually no overlap with the common global equity indices.
The full legal name of the fund is "White Fleet II – SGVP Global Value Equity Fund"; it is listed under this name with data providers such as Morningstar, FE fundinfo, and Swiss Fund Data.
Current Data
Please note:
The availability of the fund depends on your profile (domicile, investor type).
Performance Chart
Performance Table
| Time period | SGVP Global Value Equity Fund EUR - B |
|---|---|
| October 26 | -0.46% |
| Current year | 14.07% |
| 1 year | 20.54% |
| 5 years (p.a.) | 9.6% |
| 10 years (p.a.) | 7.98% |
| since inception (p.a.) | 7.42% |
Performance figures as of: 10/02/2026 | Inception on: 04/30/2008
Why Invest
01
Unique portfolio without overlap with common equity indices
02
Investing with an entrepreneurial mindset and long-term horizon
03
Low valuations as the main driver for investments
04
Hybrid between fund and mandate
Information
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