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Important information

The information on this website is published by Finaltis, a portfolio management company authorised by the Autorité des marchés financiers, for information purposes only. It constitutes neither an offer, nor a solicitation, nor investment advice, nor a personal recommendation.

The funds presented may not be authorised for marketing in every country or available to every category of investor. Some of them may not be offered or sold in the United States or to U.S. Persons: please refer to each fund’s prospectus.

Past performance is not a guide to future performance. All investment involves a risk of capital loss. Before investing, read the fund’s key information document (KID) and prospectus, available on this website.

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Regulatory information

The policies and reports the firm publishes under applicable regulation.

The documents below are those published by the management company. They are PDF files, available in French only.

Governance and delegation

Responsible investment

The non-financial approach is set out in full on the ESG page.

Shareholder engagement

Clients

Warning

Past performance is not a guide to future performance. The funds carry a risk of capital loss. Before any investment decision, the key information document and the fund prospectus must be consulted.