Invested mainly in French stocks, Ulysse picks companies for their financial solidity, track-record and quality of their management, regardless of market cap.
Investment opportunities are found in:
- stocks traded below intrinsic value,
- stocks temporarily out of favour,
- stocks likely to be the subject of corporate activity.
What makes it special: The Tocqueville Finance’s historical track-record in Value funds.
Source : Europerformance.
«Past performance is no indication as to future performance and is not constant over time»
Since inception +723.66%Performances as of 03/09/10
| 1 YR +31.3% | 3 YR -22% | 5 YR +6.6% | 10 YR +57.3% |
Chart.
Fund report July
(PDF 795556Ko)
(PDF 795556Ko)
Fund report Q2 2010
(PDF 76672Ko)
(PDF 76672Ko)
Fund report June
(PDF 170401Ko)
(PDF 170401Ko)
Fund report May 10
(PDF 172034Ko)
(PDF 172034Ko)
Fund report april
(PDF 170446Ko)
(PDF 170446Ko)
