Semi-active strategies

We offer five semi-active investment strategies with a benchmark allocation: Obligation, Revenu, Equipondéré, Dynamique and Actions. The strategies, which offer varying degrees of investment diversification, aim to maximize returns for a given level of risk. Each strategy corresponds to a given risk profile, expected return, liquidity level and investment horizon.

  • BCV Stratégie Obligation: This strategy aims to achieve capital protection and generate a steady income by investing primarily in bonds.
  • BCV Stratégie Revenu: This strategy aims to generate income and moderate capital growth by investing mostly in bonds.
  • BCV Stratégie Equipondéré: This balanced strategy aims at significant long-term capital growth and income.
  • BCV Stratégie Dynamique: This strategy aims to achieve substantial long-term capital growth, with a secondary income objective, through a high weighting in equities.
  • BCV Stratégie Actions Monde: This strategy aims to achieve major long-term capital growth by investing almost entirely in equities.

Our managers base their investment decisions on the recommendations of our highly skilled investment strategists. They permanently monitor the portfolios and use sophisticated software to quickly evaluate the impact that any potential strategic move will have on fund performance.

Semi-active strategies

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    0844 228 228
    or 021 212 10 00
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