Our funds

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.