Discover our range
Since its inception, Montsegur Finance has been specializing in medium term equity investment.
Collective management teams work to identify high-quality companies that Montsegur Finance will accompany as a lasting shareholder, based on three scenarios:
- Companies said to be in “special situations” that may be subject to financial operations (OPA, OPE, OPR) or in economic recovery:
- European companies benefiting from the best growth prospects:
- European companies who have ceased to invest heavily, generally in profitable mature markets offering a high net return:
MONTSEGUR RENDEMENT (PERFORMANCE)
Montsegur Finance’s position as a lasting stakeholder is not trivial – it is fundamental! This is linked to one of our core values, namely “investments that make sense” and our ethical practices which forbid any form of speculation, naked transactions or speculation on commodity markets.
In this way, Montségur Finance’s collective management teams continue to pursue their mission: being the closest link between their investors and the companies in which they invest.
Collective Management teams widen their range of equity funds thanks to :
- a balanced conservative fund, partly invested in money market products, short-term obligations bond or, up to 30%, in performance investments:
MONTSEGUR PATRIMOINE (HERITAGE)
- money market funds invested in short-term maturity products (a few months) and short-term rate instruments:
- The latest in the range, an international equity funds, mostly selected through UCITS (OPCVM) covering the main areas of investment to gain exposure to global growth.
ABCM GLOBAL ALLOCATION
Our Mutual Funds
European Equity Management
|Montségur Croissance||197,78 €||-0,34%||+12,03%|
|Montségur Opportunités||112,64 €||-0,98%||+12,21%|
|Montségur Dividendes||145,76 €||-1,00%||+9,02%|
Gestion Actions Monde
|Montségur Evolution R||104,96 €||-0,41%||+8,11%|
|Montségur Patrimoine||133,59 €||-0,29%||+2,89%|
Asset Allocation Management
|ABCM Global Allocation R||149,67 €||-0,16%||+7,72%|
|Global Challenge||995,37 €||-0,02%||+8,90%|
|Global Harmonie||1 205,76 €||+0,08%||+4,23%|
|Global Absolue||1 150,68 €||+0,11%||+1,92%|