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KEYFUNDS

Entdecken Sie die Fonds des Quartals.

LU1881514001

Fidelity International - Global Communications

Introduction

Technology and connectivity are the key pillars of innovation. The portfolio managers look to invest in companies where the market underestimates the quantum and/or duration of growth. The continuous innovation seen within the communication services space presents interesting investment opportunities, while the fast rate of change means that the need for active management is potentially key to generating strong returns in this space.


Focus and diversification

The portfolio managers believe that employing a deeper understanding of the underlying technologies is key to identifying attractive investment ideas. They draw on both their own extensive experience and Fidelity’s proprietary research for improved insight. The process aims to identify when emerging technologies will start to have an economic impact, how this will manifest itself in specific themes within the broad field of Future Connectivity, and who the resulting winner and loser companies will be. More than 70% of the portfolio is invested in companies featuring ESG characteristics, and engagement with companies is a key pillar of our investment approach.

Why invest in the fund?

  • Accelerating, material trend
    The disruptive transformation from online to mobile activities creates new winners, fueled further by the current move to "remote everything“.
  • Strong growth potential
    The new 5G standard opens up exiting opportunities for the connectivity of the future and businesses set to benefit from that such as network operators, mobile commerce or telecom equipment providers.
  • Unrivaled expertise
    Leveraging on Fidelity's proprietary research, the fund managers have a deep understanding of the underlying technologies and new business models.
LU1819480192

Echiquier Artificial Intelligence

Introduction

Selecting companies that benefit from, use, or develop artificial intelligence (AI) is the aim of Echiquier Artificial Intelligence.


We estimate that 70% of companies worldwide will have adopted at least one form of AI by 2030. It seems like a "universal" technology that can be used by everyone, like electricity.


Echiquier Artificial Intelligence's approach is global: investing in companies of all market capitalisations around the world, using a process combining quantitative screening with our stock-picker know-how, embodied by a portfolio concentrated on our strongest convictions (around 30 securities in the portfolio). The Fund is managed by Rolando Grandi, a manager passionate about new technology with several years of experience in international and thematic equities, who relies daily on the work of two analysts. Seeking to invest in high-growth leaders, they target 4 company profiles: AI developers, AI users, physical or digital infrastructure providers, and facilitators.


In order to identify the leaders of tomorrow, the manager seeks to invest in companies:


  • with strong or developing leadership,
  • having the ability to be disruptive,
  • demonstrating sustainable growth driven by the use of artificial intelligence,
  • with good economic prospects

The rise of AI remains in an early stage and Echiquier Artificial Intelligence aims to support its expansion.


1. The synthetic risk indicator is based on past volatility results. It may evolve over time and is not a reliable indicator of the fundTS 'future risk profile. The most reliable category does not mean risk free investment.

FR0000292302 -C

Lazard Patrimoine Croissance

Introduction

Lazard Patrimoine Croissance is a global multi-asset SICAV with a targeted equity exposure varying between 50% and 100% of net assets1. The fund can invest in the main asset classes such as Equity, Fixed Income, Convertible Bonds and Money market instruments on a global scale.


The fund aims to outperform, or deliver an equal performance to the following composite benchmark index over a 5-year recommended investment period: 45% SBF 120; 30% MSCI AC World (net dividends reinvested); 10% compounded EONIA; 5% compounded EONIA +3.00%; 5% TR Global Focus Convertible Index; 5% ICE BofAML Euro Government Index.


The fund is intended for investors wishing to grow their wealth over the long term thanks to a flexible global and dynamic solution (min 50% exposure to equities).The management of the equity part favours companies with high predictability of their revenues.


The fund has been managed by the same portfolio manager, Philippe Ducret, since its launch in 1988. The fund’s management benefits from the expertise of the group’s management divisions for the analysis and financial valuation of the stocks.


In-depth knowledge of the companies and asset selection that aims to create sustainable value are the cornerstones of the management of this fund. These principles have enabled it to cross many market periods, outperforming its category2 every calendar year since 2011.


With Lazard Patrimoine Croissance, you gain access to the financial management expertise of Lazard Frères Gestion’s Private Management in an open-end fund managed by the same portfolio manager for over 30 years.


(1) The strategy of the SICAV is discretionary among the different assets classes (from 0 to 100% maximum of net assets per asset class) in directly held securities or via UCIs.

(2) Source: Morningstar | Morningstar Category | EUR Aggressive Allocation at end-December 2019. This category is for funds with equity exposure that regularly exceeds 65%. Reference to a ranking, award or rating is not an indicator of future performance.

Opportunities

  • Investors can participate in the development of companies in a sector that has seen massive growth in the past
  • Portfolio manager extensive experience
  • The fund is not subject to any investment restrictions

Risks

  • This fund invests in overseas markets, including more volatile emerging markets
  • The fund invests in a relatively small number of companies
  • The fund uses financial derivative instruments

Opportunities

  • A thriving international and intersectoral theme
  • A portfolio focused on strong convictions
  • La Financière de l'Échiquier's stock-picking looking towards the future

Risks

  • Equity market volatility risk
  • Risk of capital loss in the event of market downturns
  • Specific risks related to the theme

Opportunities

  • A global investment universe and diversification of performance drivers: equities, bonds, money market and mixed funds.
  • An asset allocation process that integrates the macro-economic scenario of Lazard Frères Gestion and rigorous stocks selection.
  • More than 30 years proven management experience and a track record obtained by the same portfolio manager since the creation of the fund in 1988.

Risks

  • Risk of volatility of the equity markets, the fund is at least 50% exposed to equities
  • Risk of capital loss in the event of a drop in markets
  • Interest rate risk linked to investment in bonds

Fund Data :

ISIN code
LU1881514001
Fund Umbrella
SICAV Lux
Management Style (Active / Passive)
Active
Currency
EUR
Recommended investment period
5 years
Pricing frequency
Daily
Allocation of income (accumulation / distribution)
Accumulation
Domicile
Luxembourg
Ongoing charges
1.95%
Synthetic Risk and Reward Indicator (1)
6

Fund Data :

ISIN code
LU1819480192
Fund Type
Luxembourg SICAV / Sub-Fund
Management Style (Active / Passive)
Active
Currency
EUR
Recommended investment period
5 years
Pricing frequency
Daily
Allocation of income (accumulation / distribution)
Accumulation
Domicile
Luxembourg
Ongoing charges
1.75%
Synthetic Risk and Reward Indicator (1)
6

Fund Data :

ISIN code
FR0000292302 -C
Fund Type
French SICAV
Management Style (Active / Passive)
Active
Currency
EUR
Recommended investment period
5 years
Pricing frequency
Daily
Allocation of income (accumulation / distribution)
Accumulation
Domicile
France
Ongoing charges
2.13%
Synthetic Risk and Reward Indicator (1)
5

1. The synthetic risk indicator is based on past volatility results. It may evolve over time and is not a reliable indicator of the fundTS 'future risk profile. The most reliable category does not mean risk free investment.

1. The synthetic risk and reward indicator gives an indication of the risk linked to a fund or sub-fund. There are 7 risk categories (scale from 1 to 7), with “1” representing the lowest risk and “7” the highest risk. The risk ranking is based on the calculation of the standard deviation - measurement of the dispersion relative to a mean - on the basis of the annual returns obtained by the fund over the last 5 years - or over a shorter period if the fund has existed for less than 5 years. In other words, this indicator demonstrates to what extent the fund’s current return deviates from the average return obtained by this same fund over the long term. The greater the deviation, the bigger the fund’s fluctuation and the more risky the investment. The risk category may change over time. Higher market volatility, for example, can lead to the effective increase in a fund’s risk profile.

For further information on the sub-fund's characteristics, costs and risks, you are invited to consult the prospectus and KIID, available free of charge, on request to the investment management company www.lfde.be or the financial department at Paribas Securities Services, Brussels Branch, Bd Louis Schmidt, 2 1040 Brussels. A copy of the KIID and prospectus must be provided to subscribers before each subscription, and must be read before each subscription. NAV can be obtained from the LFDE website (www.lfde.be), at fundinfo.com or from your financial intermediary. Please send any complaints by letter to the following address: La Financière de l’Echiquier – 53, avenue d’Iéna 75116 PARIS, or to the ombudsman's service at Ombudsfin absl, Rue Belliard 15-17, b. 8, B-1040 Brussels (www.ombudsfin.be or ombudsman@ombfin.be).

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number LU1881514001 in the search field.

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Fonds von Verwaltungsgesellschaften, die von der Keytrade Bank Luxemburg aufgrund der Qualität ihrer Verwaltung sorgfältig ausgewählt wurden

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number LU1819480192 in the search field.

Not client yet: open an account by clicking here

Fonds von Verwaltungsgesellschaften, die von der Keytrade Bank Luxemburg aufgrund der Qualität ihrer Verwaltung sorgfältig ausgewählt wurden

Interested in Buying the funds?

Already client: Connect to your account and enter ISIN number FR0000292302 in the search field.

Not client yet: open an account by clicking here

Fonds von Verwaltungsgesellschaften, die von der Keytrade Bank Luxemburg aufgrund der Qualität ihrer Verwaltung sorgfältig ausgewählt wurden

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