Our funds

Maxima

Maxima is an equity mutual fund eligible for PEA (French stock savings plan) with the objective of achieving an annualized performance of over 6% for Class A shares, 6.95% for Class I shares and 6.75% for Class S shares over a minimum investment horizon of five years by investing in the Eurozone markets.

Investment policy

The mutual fund implements an active and discretionary management approach that combines several performance drivers.

  • Stock selection: Stocks are selected using a quantitative approach without style or sector bias. They represent a minimum of 90% of the portfolio’s net assets.
  • Complementary strategies: Complementary strategies are also implemented to expose the portfolio to specific themes. In total, these strategies are limited to 10% of the portfolio’s net assets.
  • Equity risk management: Equity risk management is implemented on the portfolio using derivatives to dynamically vary its exposure within a range of 70% to 130% of net assets. The approach implemented is systematic and contrarian.

Benchmark

The Eurostoxx50 index is Maxima’s benchmark. It can be used to assess the fund’s performance ex post.

Summary

NAV : 510.27EUR at 17/01/2025

  • D-1
  • 1 month
  • 3 months
  • YTD
  • 2024
  • 12 months
  • 24 months
  • 36 months
  • 60 months
  • Inception*
  • +0.38%
  • +3.21%
  • +4.51%
  • +3.17%
  • +21.36%
  • +26.65%
  • +29.29%
  • +12.83%
  • +27.6%
  • +96.51%
  • 12 months
  • 24 months
  • 36 months
  • 60 months
  • Creation
  • +26.65%
  • +29.29%
  • +12.83%
  • +27.6%
  • +96.51%

* Inception : 26/10/2012 | Past performance doesn’t guarantee futures performances.

Performances

View the performances from
26 october 2012

← october →   ← 2012 →

1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
to
17 january 2025

← january →   ← 2025 →

1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
  • au
or
Period selection :
1M 3M YTD 1Y 2Y Inception *

* Inception : 26/10/2012 | Past performance doesn’t guarantee futures performances.

Historical performance

  • Year
  • jan
  • feb
  • mar
  • apr
  • may
  • june
  • july
  • aug
  • sept
  • oct
  • nov
  • dec
  • Total
  • 2025
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • +3.17%
  • 2024
  • 4.41%
  • 5.64%
  • 5.63%
  • -0.61%
  • 2.21%
  • -1.53%
  • 1.5%
  • 0.97%
  • 0.28%
  • -2.3%
  • 1.73%
  • 1.94%
  • 21.36%
  • 2023
  • 5.76%
  • 2.31%
  • 0.12%
  • -2.57%
  • -2.27%
  • 3.96%
  • 0.02%
  • -2.11%
  • -3.02%
  • -2.1%
  • 6.42%
  • 2.39%
  • 8.62%
  • 2022
  • -4.17%
  • -5.8%
  • -0.93%
  • -2.64%
  • -1.71%
  • -10.3%
  • 9.64%
  • -3.41%
  • -6.81%
  • 5.68%
  • 5.24%
  • -2.83%
  • -18.12%
  • 2021
  • 1.35%
  • 0.03%
  • 3.75%
  • 1.78%
  • 1.87%
  • 2.14%
  • 1.38%
  • 2.28%
  • -3.24%
  • 4.4%
  • -0.81%
  • 2.11%
  • 18.18%
  • 2020
  • 1.16%
  • -7.35%
  • -22.28%
  • 7.3%
  • 7.16%
  • 2.23%
  • 1.53%
  • 2.35%
  • 2.14%
  • -5.87%
  • 12.27%
  • 2.44%
  • -1.6%
  • 2019
  • 5.97%
  • 0.5%
  • 1.65%
  • 2.1%
  • -1.72%
  • 3.52%
  • 0.5%
  • -0.77%
  • 2.31%
  • 0.11%
  • 1.28%
  • 0.66%
  • 17.11%
  • 2018
  • 3.75%
  • -2.74%
  • -1.65%
  • 4.34%
  • -0.41%
  • 0.03%
  • 2.71%
  • -0.38%
  • -0.34%
  • -8.26%
  • -2.88%
  • -4.64%
  • -10.63%
  • 2017
  • -0.63%
  • 1.15%
  • 2.94%
  • 1.22%
  • 1.32%
  • -2.04%
  • 0.74%
  • 0.08%
  • 2.08%
  • 0.9%
  • -0.25%
  • 0.62%
  • 8.36%
  • 2016
  • -8.53%
  • -4.23%
  • 2.57%
  • 1.41%
  • 2.59%
  • -5.92%
  • 6.21%
  • 0.81%
  • 0.94%
  • 0.76%
  • 0.07%
  • 3.77%
  • -0.55%
  • 2015
  • 7.39%
  • 3.69%
  • 1.58%
  • -0.69%
  • 1.4%
  • -2.3%
  • 5.8%
  • -6.91%
  • -1.8%
  • 8.43%
  • 1.82%
  • -3.26%
  • 14.95%
  • 2014
  • 0.58%
  • 2.71%
  • -0.05%
  • -0.65%
  • 1.29%
  • -1.11%
  • -3.07%
  • 1.06%
  • 1.33%
  • -3.49%
  • 4.05%
  • -0.79%
  • 1.6%
  • 2013
  • 4.02%
  • -2.12%
  • -3.76%
  • 1.59%
  • 2.4%
  • -5.85%
  • 4.65%
  • -1.64%
  • 4.47%
  • 5.18%
  • 0.24%
  • 1.28%
  • 10.21%
  • 2012
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  • -12.03%
  • 2.06%
  • 2.35%
  • 4.53%

* Inception : 26/10/2012 | Past performance doesn’t guarantee futures performances.

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