Macro Allocation Dynamique
TO BE WRITTEN — the prospectus has been on file since 16/09/2026; the text itself is still to be written.
Performance
Rebased to 100 at 31/12/2015. Net of management fees.
Investment objective
MACRO ALLOCATION DYNAMIQUE is a UCITS whose objective is to deliver a performance above that of the composite index described below: 50% capitalised €STR + 50% CAC 40 net total return index over the recommended investment period. The management objective is to participate in the rise of equity markets, while seeking to limit exposure to the risks of these markets during periods of anticipated decline.
How we select
TO BE WRITTEN: the selection process and the exposure ranges must be taken from the prospectus, on file since 16/09/2026. The fund's name is still not a source.
Main risks
TO BE WRITTEN: the risk list must be taken from the prospectus and the KIDs, on file since 16/09/2026. Do not copy another fund's list.
Fund manager
Share class details
| Share class | ISIN | Management fee | Minimum subscription | Assets |
|---|---|---|---|---|
| AC | FR0012020782 | 2.35 % | 1 unit | €14,396,588 |
| IC | FR0013066370 | 1.15 % | 5,000 units | €1,771,395 |
Subscribe
The terms depend on your situation. The profile chosen at the top of the page determines what is shown here.
Distribution
The fund is available on the main platforms and insurance companies. The list of contracts is updated each quarter.
View insurer listingsYour contact
A partner relations manager follows your firm and handles requests for documentation or bespoke reporting.
Write to usThrough your adviser
The simplest route. Your wealth adviser or your bank can subscribe on your behalf.
How to subscribeThrough life insurance
The fund is available as a unit-linked option in several contracts. Check availability with your insurer.
Listed contractsBefore you invest
Read the key information document. This fund carries a risk of capital loss and should be held for the recommended holding period.
Key information documentIC share class
Share class reserved for institutional investors, reduced management fee, minimum subscription of 500,000 euros.
IC share class documentationBespoke reporting
Detailed monthly reporting, portfolio look-through, ESG data in the format you require.
Request a reportPast performance is not a guide to future performance and is not constant over time. It is calculated net of all fees and as at the date shown. This fund carries a risk of capital loss and offers no guarantee of return.
The information on this page is general in nature and constitutes neither personalised investment advice nor an offer to subscribe. Before any decision, the key information document and the prospectus must be consulted.