(Boursier.com) — The active and discretionary management of the Montsegur Croissance fund is based on the implementation of an in-depth evaluation process in order to select growth stocks which are considered to offer the best appreciation potential for a reasonable price.
The fund is permanently exposed to at least 60% and up to 100% in shares of companies from European Union countries, without allocation constraints by geographical areas, sectors of activity, capitalization sizes.
As part of its management, the manager may select interest rate instruments rated investment grade by one of the rating agencies within the limit of 25% of the Fund. No constraints are imposed on the duration, sensitivity and distribution between private and public debt of the chosen securities.
The manager reserves the right to invest in interest rate products with a speculative or unrated rating within the limit of 10% of net assets.
The fund may invest in derivative financial instruments traded on regulated, organized or over-the-counter markets with the aim of hedging equity, rate and foreign exchange risks.
Among the top positions, we find LVMH, Novo Nordisk, ASML, SAP, RELX, Linde and Sanofi…
The fund managers are Benoît de Broissia and Ludovic Eyt-Dessus.
Conclusion
A fund that focuses on large growth stocks…
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