Managed Funds Portfolio

With a view to meeting your expectations, we are offering you the «Managed Funds Portfolio» (MFP), a product managed on a discretionary basis.

A choice between 5 strategies

MFP has been devised for private investors who want to invest in a portfolio that fits in with their objectives in terms of returns and risk tolerance.

There are a number of different investment profiles:

Conservative profile I: Protecting your capital is primordial
Moderate II profile: Preserving your capital is important, but you are targeting performance higher than that of «traditional» savings schemes
Balanced III profile: You are prepared to accept more frequent fluctuations in the value of your capital in the hope of achieving higher performance
Dynamic IV profile: Your main objective is capital growth over the long term and you are prepared to take risks to achieve this
Aggressive V profile: You are prepared to take risks to achieve a higher performance potential

Whatever your profile, MFP offers you a formula that is tailored to your objectives.

Need help?

Our advisors will answer you.

Interested?

Do you want to be advise?

Articles that might interest you

  • Every company wants to be green, ethical, responsible, socially conscious etc. Is this possible? And does Sustainable and Responsible Investment really make a difference?

  • A share is a unit of ownership delivered by a capital company. In most cases, it is a commercial company with a limited liability. Holding one of several shares – in other words, being a shareholder – means that you own a part of the company’s capital but you are not held personally liable for the company’s debts.

How can we help?

Call us

Monday to Friday from 8:15 am to 5:30 pm.

Send us an email

Send your request to our Contact Center.

Visit us

A complete network of 16 branches at your disposal.

Make an appointment

Book an appointment in just a few clicks.