(Boursier.com) — At Optigestion, international openness is essential at a time when growth, wealth creation and technological innovation are no longer the prerogative of the Western world. As a result, Optigestion has developed a global vision of the issues and dynamics in place. This understanding of major trends allows him to identify numerous investment opportunities. Its management teams rely on various design offices in the United States, Asia and Europe.
Optigestion favors growth and quality, which leads the management company to invest in leading companies in the sectors of artificial intelligence, software (SAAS), semiconductors and blockchain (in particular means of payment digital).
Optigestion is also closely interested in new modes of consumption and new uses of the planet. Xavier Gérard, Vice-Chairman of the Management Committee and manager of Optigest Monde, declared: “There are no new uses without the digital revolution”.
2021: good performance
In terms of performance (Source: Bloomberg), Optigestion’s UCITS had a good year:
-Optigest World
A fund specialized in international equities, Optigest Monde achieved a performance of +17.06% in 2021. Its performance over 5 years is +107.21%, with a volatility of 16.73% over 5 years.
-Optigest Europe
Eligible for the PEA, Optigest Europe achieved a performance of +22.99% in 2021. Its performance over 5 years is +61.62%, with a volatility of 14.97%.
– Optigest Heritage
A flexible international fund, Optigest Patrimoine achieved a performance of +12.43% in 2021. Its performance over 5 years is +21.58%, with a volatility of 7.69%.
And a new axis of development
Since the funds in the Optigestion range have reached sufficient maturity and the managers’ strategies have aroused the interest of wealth management professionals, Optigestion has recently decided to extend its development strategy to the latter.
After 35 years of existence, Optigestion wishes to continue to establish itself as a reference on the market by remaining faithful to its identity and its model. Its DNA is marked by the involvement of its managers, who invest a significant part of their assets in funds
“house” thus creating a long-term relationship of trust with their customers.
Historically focused on discretionary management of private clients, Optigestion is now opening its UCIs to external distribution. To this end, it will seek to forge partnerships with key players in this universe.