Dorval Drivers Europe
Investing in large caps with sustained and visible growth, in a responsible and committed manner
Key points
- A core/satellite management approach with over 80% of the portfolio invested in European leaders that benefit from promising structural trends and/or an exceptional business model, according to the management company
- A satellite portion invested dynamically to capitalise on thematic and cyclical opportunities
- Active, conviction-driven management guided by a rigorous management process that places sustainability factors at the heart of its approach
- A fund eligible for the PEA, with SRI certification and classified as Article 8 under the SFDR, with a minimum of 40% of investments in sustainable investments
- A fund exposed to the risk of capital loss
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Evolution of performance
31.12.2025 - 05.02.2026
Past performances are no guarantee of future performances. The performance calculations are net earned dividends reinvested for the UCITS. The performance calculations for the benchmark indicator are reinvested net earned dividends.
Performance scenarios
This document is intended to present the performance scenarios displayed in the PRIIPS KID on a monthly basis. The figures shown include all costs of the product itself, but not necessarily all fees due to your advisor or distributor. These figures do not take into account your personal tax situation, which may also affect the amounts you receive. The tax laws of the retail investor's home Member State may affect the actual amounts paid. What you will get from this product depends on future market performance. Market performance is random and cannot be accurately predicted. The unfavorable, intermediate and favorable scenarios presented are illustrations using the best and worst performance, as well as the median performance of the fund over the past ten years. Markets could move very differently in the future. The stress scenario shows what you could get in extreme market situations. Retail investors may lose some or all of the amount invested. The performance scenarios have been developed in accordance with current regulatory requirements. However, they do not constitute a commitment on the part of Dorval Asset Management and cannot prejudge the actual performance of the product. The amounts shown in euros represent an average annual return.
| Recommended investment period: years Example of investment : Scenarios Select... | If you get out after 1 year | If you get out after years | |
|---|---|---|---|
| Minimum | There is no guaranteed minimum return. You could lose all or part of your investment. | ||
| Tensions | What you could get after deducting costs Average annual yields | ||
| Unfavorable | What you could get after deducting costs Average annual yields | ||
| Intermediate | What you could get after deducting costs Average annual yields | ||
| Favorable | What you could get after deducting costs Average annual yields | ||
The essential
- INVESTMENT UNIVERSEEuropean equities
- REFERENCE INDICATORBloomberg Europe Developed Markets Large & Mid Cap Net Return Index, since 12/31/2024
- MINIMUM RECOMMENDED INVESTMENT HORIZON5 years
Performances
Performances net of management fees
Past performances are no guarantee of future performances. The performance calculations are net earned dividends reinvested for the UCITS. The performance calculations for the benchmark indicator are reinvested net earned dividends.
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The fund seeks to support leading European companies and to capture their growth potential over the long term. To achieve this, fundamental analysis of eligible companies is combined with an approach to environmental, social and governance (ESG) opportunities and risks.
Responding to the financing needs of Europe's leading companies and capturing their growth potential
Among European stocks, Dorval Drivers Europe invests both in large companies, to ensure liquidity and visibility, and in SMEs, for their performance enhancing effect. When selecting securities, the management team pays particular attention to the valuation of companies, favouring stocks that combine growth prospects and a reasonable acquisition price. In addition, based on the observation that performance is achieved when the manager company couple is operating, an additional analysis is carried out, based on qualitative and quantitative criteria relating to the manager, the management team and the governance bodies.
Active and unconstrained management, framed by a rigorous socially responsible investment policy
The construction and management over time of the portfolio combines a financial and extra financial approach and is based on :
- An identification of investment themes considered as promising, i.e. in line with major trends and the economic and financial context.
- A selection of stocks within these investment themes supplemented by securities selected for their own interest and meeting the criteria defined by Dorval AM.
- The allocation of these securities in the portfolio is based on a proprietary rating methodology established using these same criteria and combining financial and extra financial analyses as well as an analysis of the Manageurs companies" tandem.
Information concerning the methodology and data relating to extra-financial analysis are available in the SRI policy and the Code of transparency of Dorval Asset Management available here.
A fund eligible for the PEA
In building up its portfolio, Dorval Manageurs complies with the criteria of the French equity savings plan (PEA) by investing at least 75% in French and Eurozone equities.
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Warnings
The information provided is neither contractual in nature nor serves as investment advice.
Past performance is no indicator of future performance. Capital invested is not guaranteed. It is advisable to follow the minimum recommended investment horizon. The characteristics, risks and charges concerning this investment are detailed in the fund prospectus, which is available free of charge from the asset management company.
The tax treatment depends on each client's situation and is subject to change at a later date. Each mutual fund may not be suitable for all investors. The risks of investing in a mutual fund are described in the Prospectus for this mutual fund, which can be downloaded from this site. Dorval Asset Management invites the individuals concerned to familiarise themselves with it.
Dorval Asset Management may not be held liable for any decision taken or not taken based on information contained in this document, or for how it may be used by a third party.
The investor must be given the Key Investor Information Document before subscribing.
Pursuant to provisions in Council Regulation (EU) No 833/2014, the purchase of units/shares in Dorval Asset Management’s funds is prohibited for all Russian and Belarusian nationals, as well as any individuals who are resident in Russia or Belarus and any legal person, entity or body established in Russia or Belarus, apart from nationals of a Member State and individuals holding a temporary or permanent residence permit in a Member State.