We work to safeguard and build wealth over the long term
At a Glance
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Assets under management
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Investors
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Annualized returns of Individually Managed Accounts
Since November 15, 2010
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Annualized returns of Save&Grow PPR Founders
Since October 1, 2020
We measure our success based on the value we can create for our Clients over time.
Accumulated returns
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Annualized returns
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Risk classification
6
In ...
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Save&Grow PPR Fund - Founders
MSCI World Eur
Performance
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Since inception (01 Oct 2020) | |||||||||
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| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | Accumulated | Annualized | Risk classification |
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Accumulated returns
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Annualized returns
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Risk classification
6
In ...
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Save&Grow PPR Fund - Prime
MSCI World Eur
Performance
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Since inception (07 Oct 2021) | |||||||||
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| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | Accumulated | Annualized | Risk classification |
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Accumulated returns
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Annualized returns
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In ...
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Individually Managed Accounts
MSCI World Eur
Performance
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Since inception (15 Nov 2010) | |||||||||
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| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | Accumulated | Annualized |
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Returns are presented net of management and depositary fees, transaction costs, accounting, auditing and supervisory fees. Individual Account performance is calculated utilizing the Time Weighted Rate of Return Method (TWRR). The composite includes all portfolios which have over 75% of assets invested in equities. Performance data reflects past performance and does not guarantee future results. Investors are liable for capital gains tax payment when redeeming their shares in the fund. Investing in equities may result in loss of capital.
* Bloomberg Barclays Euro Agg Bonds
Source: Index values extracted from the Bloomberg system
* Bloomberg Barclays Euro Agg Bonds
Source: Index values extracted from the Bloomberg system
