On 4 September, a new version of Rouvier Évolution will be unveiled.
The goal of the fund will be identical to its original goal: to seek, over a period of more than five years, an optimised combination of risk and return relative to major global stock markets.
The compartment’s fees and commissions will remain unchanged.
The implementation of the strategy will see two changes:
– the equity allocation (previously greater than 75%) will now be held between 20% and 70%, with a portfolio whose market volatility is expected to be moderate;
– permanent, systematic hedging will be removed; the management committee will retain the option of using financial derivatives.
These improved management approaches are in line with the profile of other funds managed by Rouvier Associés.
Click here for more information about Rouvier Évolution.