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Investment solution

We offer investors investment solutions that meet a set of objectives defined according to the results sought.

The solutions we offer have been designed with consistency and security in mind. The aim is to benefit from the upside in markets and protect the assets under management during periods of weakness by continuously monitoring portfolio volatility levels.

Asset allocation and risk management are constantly monitored via a thorough investment process that is applied and measured by proprietary tools.

The investment solutions are implemented through a variety of holding structures:

 • Mutual funds (Fonds Commun de Placement) managed by Entheca Finance
• Dedicated funds and OEIC (SICAV) under multi-management and via direct holdings (equities + bonds) that combine fundamental active management with index-based management.
Discretionary investment management under multi-management (internal and external funds) and via direct holdings (equities + bonds) that combine fundamental active management with index-based management.
• Financial investment advice : global asset consolidation; advice on asset allocation and portfolio construction.
• Insurance broking : managing assets within tax-exempt insurance policies (assurance vie).

Our funds