Conception of customized solutions in different structures : funds, certificates, ETP, etc.
Fund strategy: The target is to participate in the development of international bond markets. The fund may invest in developed and emerging markets, including in local currencies. The management style is pragmatic and based on convictions, with regional, segments or sectors bias. The fund may invest in government bonds rated “investment grade” or “high-yield”. The fund may have exposure outside its reference currency of up to 20% on developed currencies and up to 10% on the emerging currencies.
Fund strategy: The objective is to participate in the development of global equity markets by investing in both developed and emerging countries. The management style is pragmatic and guided by conviction, with significant biases both in terms of country/region and sector. The fund can be invested up to 40% in emerging countries and up to 50% in small- and mid-sized companies. The fund adopts a strict currency hedging policy, protecting at least 90% of the portfolio into the reference currency.
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Tax treatment depends on the personal circumstances of the investor and is subject to change. Investors are advised to seek specific professional advice before making any investment decision.