Investment objective
The non-guaranteed objective is capital appreciation in real terms over the long term while trying to protect capital. The fund seeks to exceed the risk/return ratio offered by long-term government debt in the Euro zone (Bloomberg Series-E Euro Govt 7-10 Yr Bond Index).
The non-guaranteed objective is capital appreciation in real terms over the long term, seeking to exceed the risk/return ratio of European equities (MSCI Europe Net Total Return Index). The fund has a long equity bias but has total flexibility in asset allocation with a view to protecting capital.
The fund invests 0 to 100% in bonds and up to 40% in equities. 30% limit in debt below investment grade.
Asset allocation and stock selection
The fund invests 0 to 100% in equities, in a relatively concentrated portfolio.
Morningstar Medalist Rating
Morningstar Rating
Lipper Leader rating
Total return
Consistent return
Preservation
Expense
Morningstar Medalist Rating
Morningstar Rating
Lipper Leader rating
Total return
Consistent return
Preservation
Expense
Investment objective
The non-guaranteed objective is capital appreciation in real terms over the long term while trying to protect capital. The fund seeks to exceed the risk/return ratio offered by long-term government debt in the Euro zone (Bloomberg Series-E Euro Govt 7-10 Yr Bond Index).
The fund invests 0 to 100% in bonds and up to 40% in equities. 30% limit in debt below investment grade.
Morningstar Medalist Rating
Morningstar Rating
Lipper Leader rating
Total return
Consistent return
Preservation
Expense
The non-guaranteed objective is capital appreciation in real terms over the long term, seeking to exceed the risk/return ratio of European equities (MSCI Europe Net Total Return Index). The fund has a long equity bias but has total flexibility in asset allocation with a view to protecting capital.
Asset allocation and stock selection
The fund invests 0 to 100% in equities, in a relatively concentrated portfolio.
Morningstar Medalist Rating
Morningstar Rating
Lipper Leader rating
Total return
Consistent return
Preservation
Expense
The monthly report is our main form of communication with clients, detailing fund investments, portfolio composition, asset allocation, performance, historical volatility, and a summary of the fund's evolution, markets, and our investment perspectives.
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