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MessagePosté: 22 Déc 2016, 19:23 
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Citation:
Les obligations convertibles

Ajoutée le 12 mars 2015

Clip pédagogique produit par AUNEGE et FIRST FINANCE.
Citation:
Les Obligations Convertibles, l'approche de cette classe d'actif par Schelcher Prince Gestion

Ajoutée le 22 déc. 2016

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MessagePosté: 04 Juil 2017, 20:39 
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Jean-Luc Hivert presents La Française Multistratégies Obligataires

Ajoutée le 3 juil. 2017 par La Française



Read More :

- La Française Multistratégies Obligataires - Part R : http://lfgrou.pe/NwxdgK
- La Française Multistratégies Obligataires - Part I : http://lfgrou.pe/UDwjs0


Seeking returns in a uncertain rate environment

A context of uncertain rates
Yes, we know: we have seen – and are still seeing – very low rates in the eurozone.
The yield on Germany's ten-year bond has been below 2% for more than five years. It even fell into negative territory last summer.
And although we have seen upward movements since then, they remain low as at their peak they were below 0.50%. And they have currently fallen back down to around 0.25%.
So it is indeed a rise, relative to negative rates, but the levels remain decidedly low.

A true challenge for investors with a moderate risk profile

It is indeed a challenge for investors with a moderate risk profile. What other bond assets are available, whilst retaining a balanced approach?
On the one hand, the best rated bonds do not deliver high enough returns and are subject to an increase in rate, and on the other hand, the high returns offered by more speculative bonds are accompanied by a higher level of risk.

Our solution: La Française Multistratégies Obligataires

La Française Multistratégies Obligataires aims to meet this challenge by favouring an active allocation between developed country government bonds, corporate bonds and diversification through emerging debt, equities and currencies.
This absolute return fund aims to obtain a net return that is greater than that of the Euribor 3-month index (capitalised rate of the European money market) plus 3.5%, over a recommended investment horizon of three years.
To this end, the fund managers build a diversified portfolio of international bonds (OECD member states), identifying the assets which they consider to be the most attractive.
The strategy is framed by a defined risk budget, which enables it to be exposed to segments considered high growth whilst hedging it against the risks identified in other segments.

Fixed income, longstanding expertise at La Française

As you no doubt realise, it is important to be selective when choosing an investment, whilst diversifying the positions. It is here that the fund management team’s expertise comes into play: their in-depth knowledge of macroeconomics, financial markets and bond issuers is a key factor in their success.
We believe that the absolute return approach deployed within La Française Multistratégies Obligataires is particularly suitable in the search for yield.


DISCLAIMER
Video created for promotional purposes. The information presented in this video does not, by any means constitute an offer or a solicitation to invest, nor investment advice or a recommendation on specific investments. The information presented is non-contractual, based on market conditions as at June 2017 and is subject to change at any time and without prior notice. These opinions may be different from those of other professionals and fund management companies.
For any further information and prior to any subscription concerning a product presented in this video, please take note of the regulatory documentation, the fees and risks involved which may have a negative impact on the fund’s net asset value (particularly a risk of capital loss). This information is available on the La Française group’s website (www.la-francaise.com) and/or on simple request from your usual financial contact person. The investment products mentioned are not intended for or likely to suit all types of investor. When an investment is offered to them, all investors must obtain and attentively read the Prospectus and all the sales and legal documentation, in which information is mentioned which is necessary to evaluate the investment in question. Investors should make their own analysis of the risks which should not depend solely on the information provided to them.
La Française Multistratégies Obligataires is a mutual fund (Fonds Commun de Placement) under French law governed by Directive 2009/65/CE, approved by the French Financial Markets Authority (Autorité des Marchés Financiers – AMF) on 15 December 2000 and managed by La Française Asset Management, a fund management company approved by the AMF under number GP97-76 on 1 July 1997.
La Française AM Finance Services, an investment company, subsidiary of La Française – situated at 128, boulevard Raspail, 75006 Paris, France – is approved by the French Prudential Supervision and Resolution Authority (ACPR) under number 18673 X.

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