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CPR Invest Dynamic
FLEXIBILITY AND RESPONSIVENESS FOR
A STRATEGY THAT CREATES VALUE
OVER THE LONG TERM
- Active management of asset allocation.
- Highly responsive exposure to the various asset classes.
-
An approach based on strict
risk-monitoring rules. - More than 18 years of expertise.
In brief
CPR Invest Dynamic is a subfund of the CPR Invest SICAV (Société d’Investissement à Capital Variable) governed by Luxembourg law and a feeder fund of CPR Croissance Dynamique, an FCP (Fonds Commun de Placement) governed by French law and an international diversified fund invested in both fixed-income products (bonds, money-market) and in equities.
CPR Invest Dynamic aims to tap into long-term gains on the international markets in a controlled risk framework.
CPR Invest Dynamic offers no guarantee of principal or performance. Its recommended investment horizon is at least four years.
RESPONSIVE INVESTMENT MANAGEMENT TO TAP INTO THE BEST OPPORTUNITIES
CPR Invest Dynamic is based on a simple approach:
- Identifying the most attractive asset classes based on the managers’ economic expectations.
- Setting the optimum exposure to each identified asset classes, in order to tap into market gains but also to limit losses during market downturns.
The philosophy is based on risk control as well as asset allocation as a source of added value. For this purpose, the managers are backed by a quantitative model developed by CPR Asset Management since 1996.
CPR AM: ONE-OF-A-KIND KNOW-HOW, EXPERIENCED SPECIALISTS
37 MANAGERS/ANALYSTS
7 RESEARCH ENGINEERS
3 STRATEGISTS / ECONOMISTS
INVESTMENT UNIVERSE: A GLOBAL PLAYGROUND
CPR Invest Dynamic has the option of gaining exposure to all asset classes and all geographical regions. Its investment universe is composed of more than 20 asset classes that represent the main international equity and fixed-income markets (Europe, United States, emerging markets).
FLEXIBLE MANAGEMENT TO ADJUST TO SHIFTS IN THE MARKET ENVIRONMENT
The last decade has been marked by several market crises. Since mid-2007, we have experienced sharp volatility that has resulted in shifts of an extreme extent and speed. In such an environment, you have to be quick on your feet to exploit these fluctuations.
The last decade has been marked by several market crises. Since mid-2007, we have experienced sharp volatility that has resulted in shifts of an extreme extent and speed. In such an environment, you have to be quick on your feet to exploit these fluctuations.
Unlike a 100% equity fund, the CPR Invest Dynamic manages risk better. During market slumps the allocation may shift heavily from the riskiest assets to defensive securities like corporate or government bonds, for example.
The subfund’s exposure to the riskiest assets is highly flexible, ranging from 60% to 100% of total assets.
43
Number of asset classes used
18 years
An investment management process that has proven itself over the long term
2.4 bn
euros under management*
* CPR AM data at end-December 2015. Cumulative data for the master fund/subfund
Keep an eye on
- Risk of loss of capital.
- No guaranteed performance.
- Recommended investment horizon: at least five years
- The selection of investments is not necessarily made up of the best-performing assets available, due to the managers’ expectations.
- The fund/subfund are exposed mainly to counterparty risks in the event of issuer default.
- The fund may exhibit high levels of volatility due to the composition of the portfolio or the applied management techniques, which means that the share values may be subject to major upward and downward fluctuations within a short period of time.
Risk indicator
Notation - December 2023