The fund gives priority to asset diversification by prudent asset allocation.
Objective: to outperform its benchmark composite index (56% Eonia + 14% JP Morgan EMU 5-7 ans + 30% CAC 40)
Asset allocation: around 70% of bonds and 30% of equity.
Recommended term: at least 36 months
Details
1 - Bonds allocation: 80% short rates and 20% long rates
2 - Equity allocation: merger/arbitrage 33%, stock picking 33% and performance indicators 33%.
Source : Europerformance.
«Past performance is no indication as to future performance and is not constant over time»
Since inception +9.66%Performances as of 03/09/10
| 1 YR +7.2% |
Chart.
Fund report July 10
(PDF 124529Ko)
(PDF 124529Ko)
Fund report June 10
(PDF 107086Ko)
(PDF 107086Ko)
Fund report May 10
(PDF 106714Ko)
(PDF 106714Ko)
Fund report april 10
(PDF 105537Ko)
(PDF 105537Ko)
Fund report march 10
(PDF 1106973Ko)
(PDF 1106973Ko)
