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Find out about a few principles of mutual fund industry…


Choose mutual fund industry

Mutual fund industry: choice of expertise

Mutual fund industry enables investors to access a mixed portfolio of securities, which is professionally managed.

SICAV or FCP?

A SICAV is a limited liability company whose equity capital changes depending on subscription and surrender of shares by investors.

Why choose mutual fund industry?

The continuous innovation of methods and financial products, changes in accounting regulations and many other measures are making financial markets increasingly complex.

A wide range of funds for investors with all kinds of profiles

There are various kinds of funds: equity OPCVM, interest-rate OPCVM, monetary OPCVM, funds of funds (multi-management) and diversified OPCVM (sector funds, alternative funds, profiled funds, etc.).

Diversification

Diversification of a portfolio secures its performance

The portfolio diversification strategy has proven its usefulness. In general, it is necessary to distribute investments to avoid putting all your eggs in one basket.

How to diversify your portfolio? 

Diversification into different classes of assets (money, bonds, equities, alternative investments) is the first step in creating a portfolio.


 

The different styles of management

Sectoral management

Sectoral management is a portfolio management method that enables an investor to take up a position in a sector of the national or global economy...

Quantitative management

In the broad sense of the term, quantitative management includes index management and pure quantitative management.

Stock picking

Stock picking is a much more fundamentalist approach than the other two styles.