Dear Partner,
We are pleased to inform you of the referencing on our Patrimonial Fund platform Elan Club F (No. 1799).
A flexible international fund managed patrimonially, Elan Club is invested opportunistically on international interest rate and share markets (within a range of between 30% and 80%) depending on the managers’ expectations and beliefs.
The aim of the Elan Club is to beat the composite reference index 30% MSCI EMU, 30% MSCI World ex EMU, 30% Euro MTS Global, 10% Eonia on its management horizon.
This fund is for investors wishing to diversify their unit of account investment and seeking flexible exposure to the share market.
Created: 02/01/2008
Recommended duration of investment: 5 years
Morningstar Notation: ***** (flexible Mixed EUR category)
Performances:
2011: +2.56% (on 28/03/2011)
2010: +5.81%
2009: +34.77%
2008: -14.33%