We work to safeguard and build wealth over the long term
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We work to safeguard and build long-term wealth.
We work to safeguard and build wealth over the long term.
We decided to build an investment house where we would like to be Client. Owning the business gives us the freedom to do the right thing: invest our clients’ money how we would like to invest our own.
We decided to build an investment house where we would like to be Client. Owning the business gives us the freedom to do the right thing: invest our clients’ money how we would like to invest our own.
Our Promise
Value Investing
Alignment of interests
Transparent communication
How to invest
Individually Managed Account
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Available for individuals and companies.
Minimum investment of 100 thousand euros.
Save & Grow PPR Fund
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Available for individual clients of all ages.
Share Class Founders:
Minimum investment of 250 thousand euros.
Share Class Prime:
Minimum investment of 1000 euros
Minimum investment of 250 thousand euros.
Share Class Prime:
Minimum investment of 1000 euros
At a Glance
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Assets under management
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Investors
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Annualized returns of Individually Managed Accounts
Since November 15, 2010
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Annualized returns of Save&Grow PPR Founders
Since October 1, 2020
We measure our success based on the value we can create for our Clients over time.
Accumulated returns
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Annualized returns
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Risk classification
6
In ...
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Save&Grow PPR Fund - Founders
MSCI World Eur
Performance
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Since inception (01 Oct 2020) | |||||||||
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| YTD | 2023 | 2022 | 2021 | 2020 | 2019 | Accumulated | Annualized | Risk classification |
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Accumulated returns
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Annualized returns
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Risk classification
6
In ...
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Save&Grow PPR Fund - Prime
MSCI World Eur
Performance
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Since inception (07 Oct 2021) | |||||||||
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| YTD | 2023 | 2022 | 2021 | 2020 | 2019 | Accumulated | Annualized | Risk classification |
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Accumulated returns
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Annualized returns
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In ...
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Individually Managed Accounts
MSCI World Eur
Performance
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Since inception (15 Nov 2010) | ||||||||
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| YTD | 2023 | 2022 | 2021 | 2020 | 2019 | Accumulated | Annualized |
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Returns are presented net of management and depositary fees, transaction costs, accounting, auditing and supervisory fees. Individual Account performance is calculated utilizing the Time Weighted Rate of Return Method (TWRR). The composite includes all portfolios which have over 75% of assets invested in equities. Performance data reflects past performance and does not guarantee future results. Investors are liable for capital gains tax payment when redeeming their shares in the fund. Investing in equities may result in loss of capital.
* Bloomberg Barclays Euro Agg Bonds
Source: Index values extracted from the Bloomberg system
* Bloomberg Barclays Euro Agg Bonds
Source: Index values extracted from the Bloomberg system
