BRED Patrimoine
An open-architecture wealth management fund of funds, focused on adapting to different market configurations by combining risk and non-risk assets across all geographic regions.
- With Promepar Patrimoine, you are investing in three major asset classes:
- Equity markets, with net exposure limited to 50%.
- Bond, forex and money markets
Following the update of the prospectus and KIDs, the main change concerns the adjustment of the minimum investment in SFDR Article 8 or 9 UCIs/ETFs, now set at 70% of net assets, compared with 80% previously.
See the KIID-Prospectus for more information.
Open architecture, diversification and flexibility : the three keys to navigate through different market conditions.Stéphane Parry - Manager
to 23.07.20261 604.14€
The risk profile has 7 levels: the closer the level is to 1, the lower the potential risk and return; the closer it is to 7, the higher they are.
Risk profileFund documents
Performance
Change of strategy in 2016.
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 | 2025 | 2024 | 2023 | 2022 | 2021 | Volatility (5 ans) | |
|---|---|---|---|---|---|---|---|---|
| Evolution | 1 604.14 €au 23.07.2026 | 1.65% | 7.04% | 6.28% | 3.52% | -8.14% | 6.59% | 4.07% |
| Evolution | |
|---|---|
| NAV | 1 604.14 €au 23.07.2026 |
| Year-to-date | 1.65% |
| 2025 | 7.04% |
| 2024 | 6.28% |
| 2023 | 3.52% |
| 2022 | -8.14% |
| 2021 | 6.59% |
| Volatility (5 years) | 4.07% |
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
Stéphane PARRY
Head of Mutual Fund Management
At the heart of financial markets since 2000
- Structuring and Sales of Fixed Income and Forex Instruments on the trading floor in France and the United States for 5 years
- Money Market and Bond Fund Manager at Promepar Asset Management since 2008
Degree from ESSEC Business School in 2002
Mattéo ALBANESE
Manager & Funds Analyst
At the heart of the markets since 2024
- Assistant portfolio manager and fund selection analyst at various asset management companies
- Portfolio manager and UCITS analyst at Promepar AM since 2026
Graduated with a Master’s degree from SKEMA Business School in 2025.
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.