Mixed management

Patrimonial fund with the objective of achieving an annualized performance superior to EONIA capitalized +2% and a global risk budget of less than 3% volatility over a 3-years investment horizon. This fund balances active, flexible and diversified management in euro zone equities and bonds.

Flexible fund whose objective is to seek, through discretionary asset allocation and security selection, a net annualized performance of more than 5% with less than 7% volatility over the recommended investment period. This period must exceed 5 years, through a predominantly equity investment on the markets of the European Union and OECD countries.