These new funds are now available within our policies:

By our new fund manager, Insight Investment:

Insight Global Diversified Return Fund
The objective of the fund is to generate a positive annual performance in all market situations whilst protecting the capital on the long term. The fund is built on 6 types of assets whose weigths are adjusted according to economic perspectives and market trends, aiming to generate a performance of cash plus 4%, whilst controlling volatility (volatility target of between 3.5% and 4.5%).

By our fund manager, Barclays Capital Fund Solutions:

TAP 4 (EUR) Portfolio
The fund is built on the Target Alpha Program (“TAP”) strategy that replicates a portfolio of Long/Short positions on diversified assets managed in line with a systematic quantitative strategy, aiming to outperform the monetary market by +4% (cash + 4%).
The strategy uses a monthly asset allocation model that, in combination with a daily variation of the exposure of the portfolio, allows to optimise the performance whilst controlling its volatility (<3%).


and our fund manager, Rothschild & Cie Gestion:

Multi Sélection Biens Réels
The objective of this fund is to generate a regular absolute performance, superior to the long term inflation. The management style is opportunistic and looks for an exposure to the most promising investment themes in the real goods sector, that is scarce goods or ressources necessary to the human activity (energy, metals, agricultural raw material, real estate, infrastructure and water), with all geographic zones equally represented.

For further information, please consult the funds fact sheets.