Why do you offer theme portfolios?

Securitites Accounts

Why do you offer theme portfolios?

In addition to portfolios adapted to the different risk profiles of investors (Dynamique, Protecteur, Stable), we offer a range of themed portfolios (biotechnology, sustainable development, small and medium-sized companies, real estate, responsible investment).

Choose one of these portfolios if you have a particular interest in a subject area (such as environmental protection) or because you believe they offer you attractive returns prospects (such as real estate).

For each biotechnology, sustainable development, small and medium-sized companies, or real estate portfolio, we guarantee that 10% (for Defensive Portfolios) and 30% (for Dynamic Portfolios) of the assets are invested in the theme you have chosen.

For the responsible investment portfolio, we guarantee that 100% of the assets are invested in funds that integrate social, ethical and environmental criteria.

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