BONDS AND DIVERSIFIED STRATEGY

Auris
Selection Defensive

Auris Selection Defensive is a credit fund that uses all European bond asset classes. In order to improve the fund's performance, it also offers the possibility of investing in equities for a share of less than 10% of the assets.
 
Its + : Its approach to credit analysis is based on a transversal view of issuers.
 
Objective: Its objective is to outperform the following composite benchmark: capitalized EONIA + 200 bp, while maintaining a level of risk, measured by the volatility over 3 years, close to the indicator’s.
 
Risk level: The fund is exposed to the following risks: risk of capital loss, risk related to discretionary management, interest rate risk, credit risk, risk related to convertible bonds, equity market risk, risk related to investment in small-cap stocks. Expired gains to customers outside the Eurozone may also be increased or reduced as a result of exchange rate fluctuations.
 
Commercialization: The fund has a trading authorization in France, Luxembourg and Switzerland.

Auris
Diversified Beta

Auris Diversified Beta is a macro top-down asset allocation fund that combines macroeconomic research and a thematic approach to determine which asset classes (rates, stocks, currencies) to focus on.
 
Its + : a tactic management, whole range assets are determined by a global vision of the Economy
 
Objective: the fund aims at outperforming the following benchmark composite indicator: 25% capitalized EONIA + 25% Eurostoxx 50 (dividends reinvested) + 50% Euro MTS 1-3 years, all maintaining a level of risk, measured by the volatility over 3 years, close to that of the indicator.
 
 
Risk level : the sub-fund is mainly exposed to the risk of loss of capital, equities and interest rates, and secondarily to foreign exchange, credit, counterparty and emerging market risks. An investor resident outside the euro zone is also exposed to the risk of euro fluctuation.
 
 
Commercialization : the fund has a trading authorization in France, Spain, Luxembourg and Switzerland.

Auris
Obligation Capital

Auris Obligation Capital is a fund that invests primarily in European financial bonds (Coco, Insurance Subordinated, Financial perpetual, Legacy T1), and European corporate hybrid bonds
 
Its + : this asset class is growing strongly as a result of strategies to strengthen the solvency of banks and financial institutions. It now allows a real choice of allocation, stock selection and rigorous risk management.
 
Objective : the objective is to achieve an annual performance higher than the Euribor 3 months + 300 basis points.
 
Risk level : the sub-fund is mainly exposed to the risk of capital loss, equities and interest rates, and secondarily to foreign exchange, credit, counterparty and emerging market risks. Residents outside the euro zone are also exposed to the risk of euro fluctuation.
 
Commercialization : the fund has a trading authorization in France, Spain, Luxembourg and Switzerland.

 

EQUITY STRATEGY

 

Auris
Evolution
Europe

Auris Evolution Europe seeks to capitalize on a broad universe of European securities of all caps and sectors (with the exception of cyclicals and financials values).
 
Its + : Identify growth stocks with a significant discount and a real revaluation catalyst (restructuring, acquisition, dividend increase ...).
 
Objective: Outperform its benchmark (STOXX 600 Dividends reinvested) over a long-term period, with controlled volatility and a source of alpha derived mainly from stock-picking.
 
Risk level : The sub-fund is mainly exposed to the risk of capital loss, equities and interest rates, and secondarily to foreign exchange, credit, counterparty and emerging market risks. A resident outside of the euro zone is also exposed to the risk of euro fluctuation.
 
Commercialization : The fund has a trading authorization in France, Spain, Luxembourg, Belgium and Italy (institutional clients) and Switzerland.

Auris
Global Opportunities

Auris Global Opportunities invests primarily in Euro area of all capitalization and sectors combined
 
Its + : stock selection favors the search for quality companies undervalued compared to his competitors, without objective reason.
 
Objective: outperform the market, as illustrated by the Euro Stoxx dividends reinvested.
 
Risk level: the sub-fund is mainly exposed to the risk of capital loss, equities and interest rates, and secondarily to foreign exchange, credit, counterparty and emerging market risks. A resident outside the euro zone is also exposed to the risk of euro fluctuation.
 
Commercialization : the fund has trading authorization in France, Spain, Luxembourg and Switzerland.

The information presented here, does not constitute a contractual item, nor an investment advice. Passed performances are not an indicator for futures performance. Management fees are included in the performances. The investment value can change based on fluctuations in the market and the investor may lose all or a part of the investment capital, the capital will not be guaranteed. The access to products and services presented here can be restricted to the limitations of certain countries. The tax treatment depends on the customer’s situation. Risks, Fees and the recommended investment period offers are determined in the DICI (Investor Information Documents) and the prospectus available on this website. The DICI should be supplied to the subscribers before the agreement.