Promepar Actions Rendement
- An Equity fund invested in euro zone mid and large cap stocks, centred on the theme of dividend yield.
- The portfolio management team selects companies with solid balance sheets, capable of paying regular dividends, in its view.
- The fund is eligible for PEAs (personal equity plans).
See the KID & Prospectus for more information.
As we see it, companies that regularly generate cash are better-equipped to ride out market cycles. This is a key building block of an equity portfolio.Julien de Beauvais - Manager
to 20.03.2025239 158.14€
Fund documents
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)
| NAV | Year-to-date | 2024 | 2023 | 2022 | 2021 | 2020 | Volatility (5 ans) | |
|---|---|---|---|---|---|---|---|---|
| Evolution | 239 158.14 €au 20.03.2025 | 12.33% | 7.14% | 19.83% | -10.08% | 23.3% | -7.43% | 20.63% |
| Evolution | |
|---|---|
| NAV | 239 158.14 €au 20.03.2025 |
| Year-to-date | 12.33% |
| 2024 | 7.14% |
| 2023 | 19.83% |
| 2022 | -10.08% |
| 2021 | 23.3% |
| 2020 | -7.43% |
| Volatility (5 years) | 20.63% |
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
Julien DE BEAUVAIS
Equity Portfolio Manager
At the heart of financial markets since 2018
- Junior financial analyst at Gay-Lussac Gestion (ex-Raymond James Asset Management International) for 2 years
- Equity Portfolio Manager at Promepar Asset Management since 2019
Master’s 2 in Finance – 222 Asset Management from the University of Paris Dauphine in 2020
Dickson MOUTAPAM
Equity Portfolio Manager & Analyst
At the heart of financial markets since 2021
- Equity Portfolio Manager & Analyst at Promepar Asset Management since 2021
Master’s 2 in Finance & Asset Management from the University of Paris 1 Panthéon-Sorbonne 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.