CPR Croissance Défensive P EUR

By subscribing to CPR Croissance De'fensive, you are investing in an international diversified portfolio that combines several asset classes with each other: equities (including small caps), interest rates, credit (including 'Speculative Grade' category, i.e. ratings below or equal to BB+ [Source S&P/Fitch] or Ba1 [Source Moody's] or deemed equivalent according to the Management Company's criteria), monetary investments, foreign exchange, commodities (excluding agricultural), alternative strategies covering all geographical areas (including emerging countries). The FCP will primarily be invested in the 'Interest Rate' asset class and will be limited to exposure to risky assets* of between 0% and no more than 40% of the Fund's total assets. * The term 'risky assets' is defined in the Investment Strategy section of the FCP's prospectus. The management objective is to achieve, over the recommended holding period (2 years), an annualised performance, net of charges, of 1.50% over the €STR index with a maximum expected annual volatility of 7%. To achieve this, the management team determines an allocation between equities, bonds and money market instruments that can deviate from the index proportions while respecting the maximum volatility. It then performs a geographic and/or thematic allocation and selects the corresponding supports. These decisions are made based on market, financial data and risk expectations. To assess risk and credit class, the Management Company relies on its teams and its own methodology which incorporates, among other factors, the ratings issued by the main credit rating agencies. The downgrading of an issuer by one or more rating agencies does not systematically lead to the sale of the securities concerned; rather, the Management Company relies on its internal assessment to evaluate whether or not to keep the securities in the portfolio. The Fund is intended to invest up to 100% of its assets in UCIs. However, this limit could be temporarily exc

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No