Dernière mise à jour 31 Dezember, 2023

Activmandate

Stratégie Sécurité

Gestion sur mesure

2 /7

Activmandate Philosophie

Activmandate is a core investment solution designed by a team of experts in asset management. Investment decisions are delegated to the Spuerkeess Asset Management’s portfolio management team, acting as the investment advisor. This dedicated team of experts gives recommendations on assets’ allocation and selection within the definite framework of the agreed investment strategy. The resulting portfolio is invested in accordance with a particular investor risk profile defined for each customer.

Solution All-in

personnalisée en fonction du profil

Fonds & ETFs

Portfolio models are actively managed and diversified among major asset classes, geographies and currencies. The allocation choices are guided by the Global Asset Allocation Committee held on a monthly basis and composed of strategists and economists from Spuerkeess Asset Management. This target allocation is applied to the Activmandate model portfolio to make sure clients’ investments are always exposed efficiently and adapted to the current macroeconomic environment. All investments are made through funds and ETFs via a multi-management and open-architecture approach. In addition to a selection

of in-house funds, our portfolio managers select the industry’s best-in-class asset managers, showing a strong and robust investment process and discipline. In a nutshell, Activmandate is an all-in-one investment solution, tailored to each customer’s risk profile. It provides access to an actively managed strategy that applies Spuerkeess Asset Management experts’ market views and invests in a diversified array of funds managed by the best asset managers worldwide.

Exposition efficace

Politique d’investissement

The long-term aim of the SECURITY strategy is cautious enrichment of the portfolio by taking advantage of money market developments, interest rate levels on the global bond markets and currency fluctuations. This strategy’s assets are invested primarily in bond and/or money market UCI or in similar products and/or liquid funds. There will be no investments in equities.

Allocation

Absolute

Performance

-9,93%

Stratégie Sécurité

-3,03%

Stratégie Conservatrice

6,52%

Stratégie Equilibrée
Les données relatives aux performances passées ne sont pas un indicateur fiable des performances futures. Les informations relatives aux performances passées sont basées sur un portefeuille modèle représentant la stratégie d'investissement. Les performances réelles varient en fonction des dates d'investissement et du volume.

Principaux investissements

au 31 Dezember, 2023

Principaux investissements

EUR

10,60%

EUROPEAN SPEC M+G EUR CR-WI CA
EUR

9,53%

LUX-BOND LONG TERM EUR -M- CAP
EUR

8,63%

CASH
USD

8,21%

MULTI UNITS LYX US TR7-10Y CMH
EUR

7,79%

DB X-TRACKERS II EUR GO.BD ETF

Chiffres clés

4,60%
Volatilité annualisée sur 3 ans
6,74%
Volatilité annualisée sur 1 an
5,56%
Performance 2019
1,27%
Performance 2020
-1,01%
Performance 2021
-13,56%
Performance 2022
5,15%
Performance 2023

Niveau de risque

1
2
3
4
5
6
7

The level of risk is determined on the basis of the historical performance of the last five years and should not be considered a reliable indicator of the future risk profile of the compartment. It represents the risk of fluctuations in the net asset value of the portfolio and may change over time.

Récapitulatif

Stratégie Sécurité

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