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#46c3b2
Funds selection

Through the use of a flexible asset allocation, this fund aims to achieve a steady performance by participating in rising markets as well as limiting the equity exposure in bear markets. The fund is worldwide invested with a broad diversification in all asset classes.

2020
YTD (Year to date)-2.68%
MTD (Month to date)+1.19%
Yearly volatility12.93%
YearsPerformances
2019+9.69%
2018-7.84%
2017-0.74%
Value: 
€97.65
Date: 
Friday 31 July 2020
#EB5E50
Holdings & Quality Stocks

Through the use of an internal proprietary model, this strategy focuses on selecting the best and most undervalued listed familly owned holdings. This strategy offers a worldwide diversification in equity and private equity to it's shareholders.

2020Performances
YTD-18.39%
MTD-2.20%
Yearly Volatility23.85%
YearsPerformances
2019+4.04%
Value: 
€84.91
Date: 
Friday 31 July 2020
#EB5E50
Global Equities

The Global Equities Investment Universe has been defined in a way that it offers investors both efficient diversification and compliance to RDT regime. Through the use of an internal proprietary model, this strategy focuses on implementing a multi

2020Performances
YTD-11.18%
MTD-3.84%
Yearly Volatility26.28%
YearsPerformances
2019+6.41%
Value: 
€87.17
Date: 
Friday 31 July 2020
#A1C854
Holdings

Through the use of an internal proprietary model, this strategy aims to achieve a steady performance in all market circumstances. The equity ratio can fluctuate between 20% and 80%.

2020
Year to Date-6.99%
Month to Date-0.84%
Yearly volatility15.57%
YearsPerformances
2019+10.91%
2018-6.92%
2017+5.64%
2016+6.40%
2015+7.85%
2014+5.01%
2013+8.37%
2012+11.10%
Value: 
€132.44
Date: 
Friday 31 July 2020
#FDC75F
Defensive

 

The fund represents an alternative to the bond in a low interest rate environment.
The performance objective is 2 to 4% with a volatility close to 3%.

2020Performances
YTD-0.63%
MTD+0.62%
Yearly volatility6.35%
YearsPerformances
2019+3.64%
2018-4.18%
2017+1.93%
2016+2.05%
2015+0.83%
2014+7.51%
2013+7.04%
2012+15.55%
Value: 
€116.57
Date: 
Friday 31 July 2020
#c8d300
Holdings

Through the use of an internal proprietary model, this strategy focuses on selecting the best and most undervalued listed family owned holdings. The equity ratio can fluctuate between 80% and 100%.

2020Performances
Year to Date-12.48%
Month to Date+0.37%
Yearly volatility18.77%
YearsPerformances
2019+20.98%
2018-10.74%
2017+13.92%
2016+14.82%
2015+16.90%
Value: 
€152.38
Date: 
Friday 31 July 2020