Convictions Asset Management

Our flexible management strategy promotes the responsiveness of our asset allocation. Our investment strategy and the exposure to different asset classes change depending on macroeconomic cycles and market indicators, to make the most of any upward trend and to protect investments during periods of crisis. This ability to escape the daily pressure of the markets and short-term trends represents for us the best way to keep a global perspective of their evolution without giving in to fads on a particular asset class.

No, the Convictions AM funds are not capital guaranteed.
However, our management policy seeks capital preservation and absolute returns over the recommended investment period, as witnessed by our rankings (5-star Morningstar 3-year and 5-year ratings, 5 / 5 Lippers, 5-star Quantalys ).

Our multidisciplinary team allows us to analyze and invest on a discretionary basis in:

All asset classes including equities, commodities, real estate, bonds, convertible bonds, currency, etc.
All geographic areas: Europe, Asia, Shareed States, Emerging Markets.
All investment media: traditional funds, hedge funds, securities managed directly, options.

We publish information on our management performance on a weekly, monthly and quarterly basis:

Our weekly reporting focuses on the performance, asset allocation, and equity risk of our funds.Our monthly Research & Opinions discusses macro-economic indicators that are relevant to the current financial conditions, various risks associated with financial assets, the policies of the central banks and commercial banks, the financial health of households and businesses, the situation of OECD countries and emerging countries. Our research determines the investment strategy favored by our management team.
Our quarterly letters present performance information, portfolio structure, return on capital, volatility and risk indicators (delta, duration, volatility). They are supplemented by comments of the manager (macro-economic perspective, allocation and outlook) and comparisons to benchmarks (absolute and relative). Your Members Area (to which you can easily register) allows you to select publications of interest and receive them directly.

The Convictions Europactive Fund is eligible for Plan d'Epargne en Actions (PEA, Share Savings Plan), life insurance contracts and endowment contracts.
The Convictions Premium Fund and the Convictions Activinflation Fund are eligible for life insurance contracts and endowment contracts.

Convictions Premium is a diversified, coordinated fund that complies with European standards (UCITS III).
Convictions Europactive is a diversified, coordinated fund that complies with European standards (UCITS III).
Convictions Activinflation is a diversified fund.

To better accommodate your needs and constraints, our funds are divided into shares whose minimum subscription amounts vary.

The table below summarizes our fund offering:

The variable management fee rewards the fund's outperformance relative to its objectives. The variable part is specified in the prospectus for each fund and in the weekly reporting.

The liquidity and valuation of the Convictions Premium Fund and Convictions Europactive Fund are assessed on a daily basis, while the liquidity and valuation of the Convictions Activinflation are assessed weekly.

Our funds are listed on most French financial sites, such as:

Boursier.com (www.boursier.com)
Votreargent.fr (bourse.votreargent.fr)
Morningstar (www.morningstar.fr)
Capital.fr (placements.capital.fr)
Les Echos (bourse.lesechos.fr)
Boursorama (www.boursorama.com)
Investir (bourse.investir.fr)
Quantalys (www.quantalys.com)
Cortal consors (www.cortalconsors.fr)
Fortuneo (www.fortuneo.fr)
Sicav online (www.sicavonline.fr)

The base currency of all shares of the Convictions Premium, Convictions Europactive, and Convictions Activinflation funds is EURO, except for the USD share of the Convictions Premium Fund which is denominated in USD*.
* Convictions Premium USD share, denominated in U.S. dollars, is hedged against foreign exchange risks EUR / USD through financial futures.

Your Member Area gives you privileged access to Convictions AM’s news (articles and videos), publications (reporting, Research & Opinions, quarterly newsletters) and topic-based presentations. Beyond the range of resources available, you can customize your Member Area to receive alerts when "Privilege" events are posted and to select the funds’ information that you wish to receive.