A Performance objective :
Target growth of 5% to 7% per year over a 5-year horizon, irrespective of the direction of financial markets.
An investment strategy :
Real estate, financials and a multi-currency strategy with a ratchet effect (more commonly known as “performance smoothing”), the fund ensures stable performance over the medium to long term.
Niche investments :
Access to safe-haven investments, opportunities that are not generally available to retail investors or traditional players.
Volatility:
Limited downside profile compared to listed equities, yet more liquid than “traditional” asset classes.
Our rigorous selection process:
Hundreds of opportunities are analyzed for their robustness and ability to diversify the portfolio while generating returns.
An experienced team :
The team draws on more than 28 years of experience in analyzing and selecting investment opportunities.
Our diversification :
By selecting different geographic and economic risks, as well as investments in various classes of tangible assets (income-producing real estate, safe havens, equities, bonds, investment funds, funds of funds); but also socially responsible or sustainable development funds (SRI which integrates social and environmental criteria to evaluate a listed company, which are crossed with financial criteria to elect into a portfolio the best-performing companies from a sustainable development point of view).