GROWTH SAVINGS
AN INVESTMENT FUND BASED ON A BOND PORTFOLIO
FCP
AFRICABOURSE-AM GROWTH SAVINGS
Net asset value
Daily performance
8%
Target yield
97,64%
Performance at the origin

INVESTMENT STRATEGY
The investment strategy utilizes the principle of diversifying investments across different asset classes. Its allocation may therefore differ from the composition of its benchmark index.
Thus, achieving the investment objective requires dynamic asset allocation between equity markets, which are volatile but offer significant performance potential, bond markets, which offer consistent returns, and money markets, which offer investment security.
Generally speaking, the investment strategy, focused on boosting performance, is the constant search for the best balance between profitability and risk in the choice of asset allocation. The mutual fund's strategy is therefore to build a portfolio of diversified assets.
The Fund allows investors to take advantage of market opportunities. It allows them to benefit from performance that is in the middle of what can be achieved on the market.
The portfolio's allocation among different asset classes, based on a fundamental analysis of the macroeconomic environment and its outlook, may vary depending on the SGO's expectations.
Security selection is determined by financial studies, investment committees, and daily news.
Thus, achieving the investment objective requires dynamic asset allocation between equity markets, which are volatile but offer significant performance potential, bond markets, which offer consistent returns, and money markets, which offer investment security.
Generally speaking, the investment strategy, focused on boosting performance, is the constant search for the best balance between profitability and risk in the choice of asset allocation. The mutual fund's strategy is therefore to build a portfolio of diversified assets.
The Fund allows investors to take advantage of market opportunities. It allows them to benefit from performance that is in the middle of what can be achieved on the market.
The portfolio's allocation among different asset classes, based on a fundamental analysis of the macroeconomic environment and its outlook, may vary depending on the SGO's expectations.
Security selection is determined by financial studies, investment committees, and daily news.
PERFORMANCE
START OF THE YEAR 12/31/2024 |
1 WEEK 12/24/2024 |
1 MONTH 11/12/2024 |
3 MONTHS 11/11/2024 |
6 MONTHS 09/08/2024 |
1 YEAR 02/12/2024 |
3 YEARS 02/11/2022 |
|
---|---|---|---|---|---|---|---|
Net asset value (Serenitis gain) | 0.41% | 0.20% | 1.02% | -0.85% | 0.62% | 16.44% | 27.10% |
FEATURES
LAUNCH DATE | 06/15/2012 | SUBSCRIBERS | Natural and legal persons |
CATEGORY | “Diversified” UCITS | MAXIMUM ENTRY FEES | 1.75% |
LEGAL FORM | FCP | MAXIMUM EXIT RIGHTS | 1.75% |
ISIN CODE | BJ 0000000212 | MAXIMUM MANAGEMENT FEES | 2% |
MERCHANT NETWORK | SGI AFRICABOURSE AND PARTNERS | TRANSMISSION OF ORDERS | D-1 before 6:00 p.m. |
MINIMUM SUBSCRIPTION | No minimum |
OUR FCP
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AFRICABOURSE AM AT THE SERVICE OF YOUR INVESTMENT
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