Home page > Our funds > Opti Sélection Europe - C

Opti Sélection Europe

Equity ISIN : FR0011243393
  • A fund of funds, eligible for PEAs (personal equity plans), managed in an open architecture format and centred on two investment strategies
  • The first “core portfolio” strategy involves the selection of fund managers who significantly outperform their peers over long periods (three to five years) thanks to their skills in analysing the market cycle in progress and the identification of Best in Class companies.
  • The second, “tactical bucket”, strategy is invested in tracker funds, where we can implement our precise, on-the-spot short-term convictions, based on sector or geographic selections in the euro zone.

See the KIID-Prospectus for more information.

Our goal: to prove that rigorous open-architecture fund picking can regularly outperform index strategies.David Chouchana - Manager
Net asset value
to 13.12.2018
123.23€
YTD perf.-16.7%
1Y rolling perf.-16.58%
3Y rolling perf.-1.41%
5Y rolling perf.10.58%
Risk-reward profile Lower risk Higher risk
1 2 3 4 5 6 7
Typically lower
rewards
Potentially higher
rewards
AuM59.2 M€
Recommended investment period5 years

Performance

Past performances are not a reliable indicator of future performances. The value of the investment may vary with market fluctuations and investors may lose some or all of their initially invested capital, as the funds do not offer a capital guarantee.

Past performances are not a reliable indicator of future performances.

Performance track record (by year)

 Evolution
NAV123.23 €au 13.12.2018
Year-to-date-16.7%
201716.1%
20161.5%
20156.54%
20143.84%
20139.13%
Volatility (5 years)0%

Past performances are not a reliable indicator of future performances. Rolling 5-years volatility is calculated on a monthly basis, at the end of each month (when the data is available).

Portfolio management team

David CHOUCHANA

Manager

At the heart of financial markets since 1997

  • 3 years as Product Specialist – Structured Funds at BNP Paribas AM
  • 4 years in diversified portfolio management at BNP Paribas AM
  • Equity and Wealth Management Fund Manager at Promepar AM (since 2008)
  • Head of Open-Architecture External Fund Selection

Degree in Banking-Finance from Université d’Evry Val d’Essonne in 1997 and Certified International Investment Analyst Degree from SFAF in 2004

Sophie NEFTEL AVRAM

Manager

At the heart of financial markets since 1993

  • 9 years as a Financial Analyst – Portfolio Manager in Société Générale Group
  • 8 years as a European Fund Manager at La Banque Postale AM
  • 4 years of entrepreneurship in an investment advice company first then creation of a portfolio management company
  • 3 years of asset allocation et funds of funds at mes-placements.fr
  • Equity and Wealth Management Fund Manager at Promepar AM (since 2018)

Holder of a Master Degree in Business Law from Paris I Panthéon-Sorbonne – MBA at International University of America, San Francisco – Degree from SFAF

Features

Objectif de gestion
An open-architecture fund of funds, eligible for PEAs (personal equity plans), centred on two strategies: a “core portfolio” strategy, involving the selection of external fund managers based on their ability to consistently outperform the market; and a “tactical bucket” strategy consisting of sector or geographic tracker funds (ETFs).
Inception date
11/07/2012
Legal form
FCP (UCITS)
AMF classification
International Equity
Currency of denomination
Asset management company
Promepar AM
Country of registration
France
Recommended investment period
5 years
Depositary bank
CACEIS
Statutory auditor
PWC SELLAM
Bloomberg
PPDYNAM FP Equity
Benchmark index
Eurostoxx 50 DNR - Changement le 02/06/2016 (ex : 25% EONIA capi. + 75% DJ Stoxx Global 1800)
Approval date
12/06/2012
Subscription fees (Max.)
2%
Fixed management fee (Max.)
2%
Variable management fees
-
Indirect management fees
-
Minimum number of units at subscription
0,01
Subscription procedure
Subscriptions and redemptions are processed centrally every market trading day at 12:00 p.m. (Paris time) by CACEIS. These orders are for a whole number of units or a fractional number of units (hundredths of units) and are executed on the basis of the next NAV, i.e. at an unknown price.

The information presented above should not be interpreted as binding or as investment advice. Past performances are not a reliable indicator of future performances. Management fees are included in the fund performances. The value of the investment may vary with market fluctuations and investors may lose some or all of their initially invested capital, as the funds do not offer a capital guarantee. Access to the products and services presented here may be subject to restrictions applicable to certain persons or countries. Tax treatment depends on each individual’s situation. The risks, fees and recommended investment period for the mutual funds presented here are described in the KIIDs (Key Investor Information Documents) and prospectuses available on this website. The KIID must be provided to the subscriber prior to subscription.