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Integration of new funds and fund managers

The following new funds are now available within our policies:

By our new fund manager, Oddo Asset Management:

Oddo Convertibles Matières Premières
This fund is invested with a global perspective, mainly in convertible bonds and in synthetic convertible bonds on equity-type underlyings and/or indices to gain exposure to commodities such as minerals, metals, agricultural products, livestock and energy products, with the aim of delivering long-term asset growth.

Oddo Convertibles
The Oddo Convertibles fund is invested mainly in euro-denominated bonds that can be converted into or exchanged for shares, transferable debt securities and participation certificates with the objective of outperforming the Exane Convertibles Euro Zone Index. The fund is actively managed using a fundamental approach that aims to select the best-performing convertible bonds in the market.

By our new fund manager, Dorval Finance:

Dorval Convictions
Dorval Convictions is a balanced fund that seeks to limit losses during market downturns and increase exposure during periods of market recovery. It is invested exclusively in fixed income products and equities. The equity component may vary between 0% and 100%.

By our new fund manager, Convictions Asset Management:

Convictions Premium
Convictions Premium is a balanced fund that seeks to deliver an annual return of at least 7% over three years, with maximum annualised volatility of 7%. The fund is free to invest in any asset class. Its asset allocation is based on macroeconomic analysis and examination of the monetary policies implemented by Central Banks.

By our new fund manager, Exane Asset Management:

Exane Gulliver
Exane Gulliver is a long/short equities fund that seeks to deliver steady absolute returns with a low level of volatility of around 2% to 4%. The fund focuses on a universe of European equities composed primarily of capitalisations larger than EUR 1. 5 billion. The portfolio's net exposure to equity market risk is typically between -10% and 35%, with an average of around 15%.

By our fund manager, Financière de l'Echiquier:

Arty
This fund uses an opportunistic discretionary management style to invest in the fixed income and equity markets in pursuit of medium-term performance.

By our fund manager, Leonardo Asset Management:

Miura
Leonardo Invest Miura is a long/short equities fund that seeks to exploit equity market opportunities without being exposed to the direction of the market. It can invest in the shares of European mid and large-cap companies and in money market instruments. The equity component may vary between 0% and 100% but net exposure to the equity market is limited to +/- 20% of assets under management.

By our fund manager, Rothschild & Cie Gestion:

Elan Club
Elan Club is a flexible, balanced fund that can invest in any asset class, without sectoral or geographical restriction. The equity component may vary between 20% and 80%.

By our fund manager, Pictet Funds:

Pictet Global Megatrend Selection
Pictet Global Megatrend Selection pursues capital growth by investing in mega-trend sectors. At least two-thirds of the fund's total assets are invested in the shares of companies that correspond to the investments of the nine themed funds opened by Pictet: water, timber, clean energies, IT security, biotechnologies, digital telecommunications, generics, luxury brands and agriculture. Each theme is usually equal-weighted and rebalanced each month.

And of our fund manager, Templeton:

Templeton Global Return €Hedged
The fund aims to maximise the total return, made up of a combination of interest income, capital growth and foreign exchange gains, by investing mainly in a portfolio of bonds issued by governments, public bodies and companies worldwide, and in certain derivatives within the framework of the investments.

For further information, please consult the fund fact sheets.