By agreeing to one of the mandates proposed by Quilvest Gestion SA, you entrust the management of your portfolio to our team of financial market professionals.
This team defines and adapts the investment strategy depending on the situation of the various markets and the opportunities identified, in accordance with your investor profile and the situation of your estate.
Quilvest Gestion SA has an approach to asset allocation which takes into account your estate as a whole. This is characterised by:
A comprehensive diversification of the portfolio, notably across sectors and geographic zones
Dynamic allocation between equities and fixed income products taking into account the medium-term trends of the economy.
Our team uses securities (stocks and bonds), selected according to fundamental analysis and financial criteria to compose your portfolio’s asset allocation.
Having the option of funds makes it possible to invest in markets with low liquidity or which are difficult to access. The best third-party funds are selected by our team of specialists, as part of an «open architecture».
Quilvest Gestion SA manages:
Quilvest Europe Opportunités (C)* , (D)**, (I) ***, (P)****
Quilvest Evolution (P) ****, Quilvest Evolution (I) ***
Quilvest Multi USA (P) ****
* part C : capitalisation
** part D : distribution
*** part I : institutionnel
**** part P : particulier