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This class of asset consists of equity funds, index products and the individual shares that make up the WMP equity portfolio.
Actively managed equity funds are used by WMP to implement its investment weighting policies, as well as for complementary investment areas (such as small-cap, specific sectors, countries or regions and investment categories). The choice of funds follows a clearly defined selection procedure, based on quantitative and qualitative criteria. The products included in the portfolios are constantly monitored. The fund managers’ know-how plays a key part in their success, so our personal contact with the manager is a crucial factor in our decision to invest in a product.
Part of WMP’s exposure in the equity markets takes the form of passive index products, such as index certificates or exchange-traded funds. These instruments aim to follow the movements of the underlying market as exactly as possible by replicating its structure. This provides a cost-efficient alternative to actively managed equity funds.
The WMP equity model is an actively managed portfolio in which we translate special investment ideas into share allocation. It is composed of shares in 15 to 20 quoted companies, with no restrictions on sector, country or currency, and focuses on long-term capital growth, preferably with above-average dividend earnings. Our choice of shares is not determined by a benchmark and our principle is to favour undervalued shares.