Cornèr

Discretionary Portfolio Management Funds

Added value

This makes it possible for us to manage a highly diversified portfolio, minimising specific risk. Because we are independent, we can select the best funds in the different categories with complete autonomy and, on top of this, we offer our high quality asset management, which seeks at all times to identify the best investment opportunities.
We also offer the Client a range of management profiles for funds that are accessible even with relatively small amounts of capital. All the profiles are based as a general rule on the client’s reference currency, with the possibility of investing in other currencies on the basis of short-to-medium term opportunities.

Investment profiles

Income Classic
Aims at optimising medium-to-long term returns, while limiting dependency on equity market volatility. This profile invests primarily in bonds and bond funds, giving priority to high quality debtors, while maintaining a non-preponderant exposure to equity markets. Particular attention is paid to ensuring a careful selection of shares and equity funds, and the use of derivatives for protection and to optimise returns.

Income
The Income profile, other then the investment instruments used in the Classic Income profile, comprises alternative products with the objective to maintain a low correlation of these alternative instruments (hedge funds and commodities) with the other financials products.

Balanced Classic
Aims at optimising medium-to-long term returns. This profile distributes investments in a balanced way between the equity markets and other investment classes. Particular attention is paid to ensuring a careful selection of equity funds, and the use of derivatives for protection and to optimise returns.

Balanced
The Balanced profile, other then the investment instruments used in the Classic Income profile, comprises alternative products with the objective to maintain a low correlation of these alternative instruments (hedge funds and commodities) with the other financials products.

Growth Classic
Aims at achieving higher absolute yields, with a medium-to-long term horizon. This profile invests primarily in the stock market. Particular attention is paid to ensuring a careful selection of equity funds, and the use of derivatives for protection and to optimise returns.

Growth
The Growth profile, other then the investment instruments used in the Classic Income profile, comprises alternative products with the objective to maintain a low correlation of these alternative instruments (hedge funds and commodities) with the other financials products.