Flex 75 mandate

The choice of moderate to dynamic management

The Flex 75 mandate is based on dynamic management, the objective being to obtain high capital gains in the long term in exchange for a moderate to high risk of capital loss. The proportion of equities varies from 0 to 75%, according to market developments and our convictions.

It can be used in the context of a securities account, a life insurance contract or an endowment contract:

Management mandat Minimum - maximum equitie Risk scale*
FLEX 75 0 - 75%
1 2 3 4 5 6 7

* 1 corresponds to a low but non-zero risk, 7 corresponds to the highest risk level. Less risk means lower potential return, on the contrary high risk means high potential return.

Key features

Share of equities

Flexible from 0 to 75%

 

Recommended investment horizon

More than 5 years

 

Investment universe

Fixed income mutual funds, equity mutual funds, european equities

 

For further information please contact Eric Frénois, Head of Discretionary Management.

Eric Frénois

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