Our objectives
[vc_row][vc_column]A Performance objective :[vc_column_text css_animation=”slideInUp” font_size=”18px”]Target growth of 5% to 7% per year over a 5-year horizon, irrespective of the direction of financial markets.[/vc_column_text]An investment strategy :[vc_column_text css_animation=”slideInUp” font_size=”18px”]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.[/vc_column_text]Niche investments :[vc_column_text css_animation=”slideInUp” font_size=”18px”]Access to safe-haven investments, opportunities that are not generally available to retail investors or traditional players.[/vc_column_text]Volatility:[vc_column_text css_animation=”slideInUp” font_size=”18px”]Limited downside profile compared to listed equities, yet more liquid than “traditional” asset classes.[/vc_column_text]Our rigorous selection process:[vc_column_text css_animation=”slideInUp” font_size=”18px”]Hundreds of opportunities are analyzed for their robustness and ability to diversify the portfolio while generating returns.[/vc_column_text]An experienced team :[vc_column_text css_animation=”slideInUp” font_size=”18px”]The team draws on more than 28 years of experience in analyzing and selecting investment opportunities.[/vc_column_text]Our diversification :[vc_column_text css_animation=”slideInUp” font_size=”18px”]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).[/vc_column_text][/vc_column][/vc_row]
