The offensive strategy (funds) focuses on the most dynamic investors who want to grow their assets in the long term. The client must have an important appetite for risk.
You don’t need your capital in the short or medium term, but rather long term (more than 15 years).
Accordingly, the average annual performance targeted is EURIBOR +2% for an annualized volatility of around 4%.
Up to 100% of the overall portfolio’s assets may be directly or indirectly invested in equities.
The targeted average annual return will be approximately EURIBOR +8% for an annualized volatility of 15%. Statistically speaking, assuming a normal distribution of returns and an EURIBOR rate at 0%, the annual performance is expected to range from:
- -21% to 37%, with a probability of 95%
- -31% and 47%, with probability of 99%
Source: Pure Capital
The investor understands that a return cannot be obtained without taking some risk. He is aware of the risks inherent in this strategy and accepts that the value of the capital invested may vary within reasonable limits.
These investment strategies are intended for both non-professional and professional investors.
For more information, send an email to info@purecapital.eu or call us at +352 26 39 86 80. We will get back to you as soon as possible.