Opti Sélection Monde
- International Equity Fund of Funds
- Two strategies : “Core portfolio” and “Satellite”
- Selection of open architecture funds
Since June 1st, 2023, the OPTI SELECTION EUROPE fund has been called OPTI SELECTION MONDE and is no longer eligible for the PEAs (personal equity plans). OPTI SELECTION MONDE is at least 40% exposed to the US market. The new benchmark index is the MSCI ACWI ESG Leaders Index NR. The fund is now classified as Article 8 SFDR.
Implementation of a liquidity management mechanism
See the KIID-Prospectus for more information.
Our ambition: to beat the MSCI World ACWI thanks to a 40% minimum positioning in American equities, an investment in megatrends and a focus on ESG criteria (SFDR 8)David Chouchana - Manager
to 22.09.2023166.54€
Performance
Change of strategy in 2016 and then in 2023.
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)
| NAV | Year-to-date | 2022 | 2021 | 2020 | 2019 | 2018 | Volatility (5 ans) | |
|---|---|---|---|---|---|---|---|---|
| Evolution | 166.54 €au 22.09.2023 | 7.55% | -19.21% | 24.23% | 5.34% | 23.97% | -20.13% | 18.56% |
| Evolution | |
|---|---|
| NAV | 166.54 €au 22.09.2023 |
| Year-to-date | 7.55% |
| 2022 | -19.21% |
| 2021 | 24.23% |
| 2020 | 5.34% |
| 2019 | 23.97% |
| 2018 | -20.13% |
| Volatility (5 years) | 18.56% |
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, CIIA
At the heart of financial markets since 1997
- Product Specialist – Structured Funds at BNP Paribas Asset Management for 3 years
- Diversified portfolio manager at BNP Paribas Asset Management for 4 years
- Equity and Wealth Management Fund Manager – Head of Open-Architecture External Fund Selection at Promepar Asset Management since 2008
Degree in Banking-Finance from the Université of Evry Val d’Essonne in 1997 – Certified International Investment Analyst Degree from SFAF in 2004
Annabelle BLANC
Junior funds of funds manager
At the heart of financial markets since 2018
- Middle-office at EGAMO for 6 months
- Funds of funds manager assistant at Promepar Asset Management for 6 months
- Equity analyst at AURIS Gestion for 6 months
- Junior funds of funds manager at Promepar Asset Management since 2020
Master’s in Banking and Finance from the University of Panthéon Assas (Paris II) in 2021
Features
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.