Rouvier Patrimoine

Benefitting from a profitable cash reserve

Rouvier Patrimoine is a medium-term cash reserve: the fund's priority is to secure those cash reserves and aims at outperforming traditional money market funds over a period of a minimum two years.

The fund's strategy consists in:

• investing a minimum of 70% of the fund in Euro denominated investment grade bonds, i.e. rated BBB- or above by S&P (or equivalent), issued within the OECD zone
• investing the balance, within the OECD zone, in shares, bonds or other debt instruments of companies whose activity and income are stable and recurring

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