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.
The fund has undergone a change to the minimum percentage of Article 8 or 9 funds. It is now 80% minimum, compared to 90% previously.
See the KID & 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)Amélia Féchant - Funds Analyst & Manager
to 10.10.2024201.03€
Fund documents
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 | 2023 | 2022 | 2021 | 2020 | 2019 | Volatility (5 ans) | |
|---|---|---|---|---|---|---|---|---|
| Evolution | 201.03 €au 10.10.2024 | 15.03% | 12.86% | -19.21% | 24.23% | 5.34% | 23.97% | 18.56% |
| Evolution | |
|---|---|
| NAV | 201.03 €au 10.10.2024 |
| Year-to-date | 15.03% |
| 2023 | 12.86% |
| 2022 | -19.21% |
| 2021 | 24.23% |
| 2020 | 5.34% |
| 2019 | 23.97% |
| 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
Amélia FECHANT
Manager & Funds Analyst
At the heart of the markets since 2022
- Fund Selection Analyst at MAIF for 1 year
- Responsible for monitoring and analyzing multi-management funds at Promepar AM since October 2023
Graduated with a Master 2 in Finance & Financial Engineering from IAE Poitiers in 2023.
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.