LIQUID WORLD MARKETS ACROSS ASSET-CLASSES, REGIONS AND SECTORS
The portfolio is primarily invested in Equity and Bonds indices with opportunistic exposures in Commodity and Currencies. The Equity allocation will favor secular technological progress and economic sectors that will thrive in the years to come. The fixed income allocation provides recurrent income to the portfolio and participates to capital preservation.
VALUE, QUALITY AND CARRY FUNDAMENTAL FACTOR METHODOLOGY
The allocation’s rules are based on three fundamental return drivers: “Quality”, “Value” and “Income”. Yet, the process continuously adapts to changing market regimes: valuation and secular momentum indicators drive the portfolio's long term Investment themes. The investment process is supervised by expert portfolio managers. It is an active strategy.