PThe management objective of Sélection Alpha Valeurs France is to seek a net return net of fees that exceeds that of its SBF 120 NR benchmark indicator over the recommended investment period. Automatic line return
The index is used during the closing period and expressed in euros, dividends reinvested net of tax.
The fund’s investment policy is based on the selection of stocks offering, according to the management company’s analysis, the best financial prospects within an initial universe comprising French listed companies.
The strategy implemented is based on: Automatic line return
Identification of companies with the best economic performance profile according to the management team.
Validation of this performance: financial diagnosis, strategic basis, financial valuation, automatic line return
The selection of these companies’ securities according to the undervaluation by the market at a given time.
The construction of a concentrated portfolio of 20 to 50 large and mid-cap stocks, with automatic line returns
For the selection and monitoring of rate securities, the management company does not use rating agencies exclusively or mechanically. It favours its own credit analysis as the basis for management decisions made in the interest of unitholders.
NAV and performanceNAV on 17/05/19 41.85 EUR
Equity exposure 2016 2015 2014 2013 88.11% -15,15 % -12,14 % -14,00 % -1,75 %
ROLLING PERFORMANCE AS OF 17 May 2019
1 month 3 months 6 months 1 year 2 years -2,54 % 0,79 % 0,97 % -11,82 % -17,16 %
Performance since inception: -48.1%