CAUTIOUS DIVERSIFIED

ISIN : FR0010354837

The inception of the fund : 09/12/2005

MANAGERS : Xavier Delaye, Augustin Picquendar, Damien Charlet

PHILOSOPHY
The profile of this diversified fund evolves according to our expectations, between balanced and dynamic. It is managed in a discretionary fashion depending on the convictions of the managers regarding both asset allocation and selection of securities.

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Aggregate perf. au 15/05/2012	Since the 01/01/12	1 month	3 month	6 month	1 year	5 year	Since the creation**	2011
Europeana	0,50 %	-2,47 %	-7,12 %	1,79 %	-22,09 %	-33,20 %	-18,13 %	-20,15 %
DJ Stoxx 600	0,50 %	-3,01 %	-6,40 %	3,68 %	-11,65 %	-37,62 %	-19,91 %	-11,34 %

** The inception of the fund is : 09/12/2005

« The last performances are not a reliable indicator of the future performances. »

OBJECTIF
Capital appreciation with optimisation of the performance / risk pair. Control volatility

ASSET CLASSES
Equities 30–100%
Bonds 0–25%
Money-market instruments 30–100%

TARGET
For the investor who is unsure between a balanced and dynamic profile and who wants to take part in bull markets for equities, while trying to protect himself in difficult periods.

PERFORMANCES
2010 : 3,24%
2009 : 17,12%
2008 : -14.53%
2007 : 4.82 %
2006 : 7.91 %

Funds created
in august 2006