(Boursier.com) — The SÉRÉNIPIERRE life insurance policy, insured by Suravenir, once again posted an excellent rate of return for the 2021 financial year for the euro fund SÉCURITÉ PIERRE EURO and good performance for the two arbitration mandate profiles advised by La Financière de l’Echiquier.
Suravenir announces a 2021 rate of return for the SÉCURITÉ PIERRE EURO fund in euros of 2.50%, stable compared to 2020. In a market environment where the return on funds in euros is under pressure, that of SÉCURITE PIERRE EURO remains very attractive.
As a reminder, SÉCURITÉ PIERRE EURO is no longer accessible to new investment transactions (payments, scheduled payments and incoming arbitrations) with the aim of preserving the interests of existing investors.
For 2021, the euro fund SÉCURITÉ FLEX EURO posted a return of 1.15%, down compared to 2020. However, thanks to flexible and responsive asset allocation, SÉCURITÉ FLEX EURO achieved its objective of generating a return higher than that of the General Assets of Suravenir.
For the year 2021, the Active General fund shows a return of 1% but, this is new, this return can be increased by 0.50% if the outstanding amount of the free management contract is made up of 50% minimum units of account.
The arbitrage mandates, managed by La Financière de l’Echiquier, ÉCHIQUIER INVESTISSEMENT RESPONSABLE and ÉCHIQUIER RESPONSABLE DYNAMIQUE delivered good performances, net of management fees, of 5.27% and 9.66% respectively in 2021 .
As Latifa Kamal, Deputy Managing Director of Primonial Ingénierie & Développement, points out: “Although it has been closed to new investments for a year now, Sécurité Pierre Euro is once again posting a very good return for 2021, due in particular to the quality of its real estate underlyings. For the first time this year, the yield of the General Assets fund in free management has been enhanced for policyholders who have opted for significant diversification in units of account. Finally this year again, the mandates arbitration demonstrate their relevance: an ability to generate performance thanks to the expertise of our partner La Financière de l’Échiquier”.