“The Vilhena Global Themed fund identifies and invests in the most attractive themes and companies in today’s growing sectors which are influenced by rising social needs and utilizes a disciplined investment process. Whilst the financial markets are experiencing an environment of political and economic uncertainty in Europe, it is important to keep in mind that three related themes remain persistent in the global economy and these are of great significance to investors”. This was stated by Peter Rutter and Will Kenny, Fund Managers of the Vilhena Global Themed Fund during an information meeting organized by Valletta Fund Management Limited for potential investors.

Mr Rutter and Mr Kenny went on to explain that “the first theme is that most economic activity will continue notwithstanding the current uncertain scenario. The second theme is that the world economy still has significant potential to grow and incentive to continue the consumption and provision of goods and services. In addition to these two themes mentioned, there is considerable growth potential globally thus resulting in various corporates seeking opportunities to innovate and compete”.

The investment approach adopted by JO Hambro Investment Management Limited (“JOHIM”) part of the Credit Suisse Group and Sub-Investment Manager of the Vilhena Global Themed Fund is to manage a portfolio of 35 to 50 stocks with particular focus on geographic dispersion and sector allocation. The Sub-Investment Manager tends to favor large multi-national companies which have lagged the small and medium companies during market rallies. It is their view that large companies offer better value in what remains a difficult economic environment. The use of a robust investment process framework enables the analysts and fund managers to better understand companies, identify potential changes and value market expectations. Such process also seeks to identify stocks with a high absolute return potential and a margin of safety.

Launched in February 2001, the Vilhena Global Themed Fund which aims to achieve long-term growth by investing in equity and equity related securities throughout the world has grown to over US$7.5 million in net assets (as at 28 June 2012) and is accessible in both US$ and Euro class of shares from a minimum lump sum subscription of US$2,500 or €2,000 or through a monthly investment plan from as little as US$50 / €50 per month. Some of the current themes in the Fund’s portfolio include mobile communication technology, oil and gas reserves, emerging markets and world leading brands like American Express, Mc Donald’s and Adidas.

Valletta Fund Management Limited (“VFM”) has over the years grown to offer investors an extensive range of domestic and international investment solutions targeting the main asset classes, major currencies and different markets.  VFM’s investment solutions aim to address the various financial needs of the investor be it liquidity, income, income and growth, growth and absolute return.