LMdG Flex Patrimoine EUR R

Le LMdG Flex Patrimoine (EUR) R est un fonds commun de placement (FCP) géré par UBS La Maison De Gestion, avec un indicateur de risque de 2. La performance du produit sur l'année 2023 est de -1.51%, tandis que la performance depuis le début de l'année est de 1.05%. La stratégie de gestion du fonds est flexible et active, covering a wide range of asset classes such as equities, bonds, credit, currencies, commodities and volatility. The fund's objective is to achieve a steady, low-volatile performance that is independent of economic cycles and market direction.

Le LMdG Flex Patrimoine (EUR) R belongs to the category of funds denominated in euros, exposed to rate products and global equities, with varying proportions depending on the type of product and the anticipation of the management team. When positive on equity markets, the equity portion can represent up to 50% of the portfolio to partially benefit from the gains, while when negative on equity markets, the bond portion can represent up to 100% of the portfolio to protect it from expected declines in equity markets.

The fund's performance over the past five years has been volatile, with annual returns ranging from -7.12% in 2018 to 7.71% in 2019. The fund aims for an absolute performance of 3% to 6% per year above the Eonia, with an expected volatility between 3% and 6%, prioritizing resilience during crisis periods.