For Whom?
The SECURITAIRE portfolio is designed for investors looking to invest an initial capital of €50,000.
The ETFs within this portfolio can be purchased in a standard securities account.
Composition?
This portfolio aims to invest significant capital in assets that are both stable and secure:
- US sovereign bonds: with 3 maturities: 1-3 years, 3-7 years, and over 10 years,
- Inflation-linked bonds: Inflation-linked bonds issued by France and Germany,
- Corporate bonds: High-yield bonds issued by European companies, while applying environmental, social, and governance (ESG) criteria,
- Gold: Performance of gold price.
How?
The investor must have a capital of €50,000 in a securities account.
Privanext will send investment alerts during the weekend to recommend buying or selling assets from the SECURITAIRE portfolio based on market opportunities.
The portfolio gradually adjusts according to major trends. Historically, approximately 65% of the portfolio is invested in the year following subscription.
Alerts will be sent to you on Saturday morning for a purchase or sale to be made with your securities provider at the close of trading on Monday.