QUADRIGE PATRIMOINE

Mixed

Active mixed management focused on European equities of all sizes, with a predominance of corporate bonds

Active, concentrated, conviction-based management of European equities of all sizes, with a focus on corporate bonds.

Our equity investment expertise focuses on leading, differentiating companies that offer solid prospects for profitable growth over the long term.

Our selection of Euro-denominated corporate bonds is structured around Investment Grade ratings, for the most part, and High Yield ratings, which are riskier but offer higher yields.

This combination of equities, bonds and money market instruments offers diversification designed to smooth out market fluctuations for your investments, while seeking to increase their value over the long term.

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WEIGHTED AVERAGE CAPI
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AVERAGE DURATION
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Data extracted from our monthly reporting, as at 29/11/2024 .

Performance 10-01-2025

C share: FR0013324902

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Part C
● NAV 102.37 €
● YTD -0.09%
● 1 month -1.38%
● 3 months -1.94%
● 1 year -1.12%
● 3 years 8.63%
● Since Inception 2.37%

Risk profile (SRI)

Documents

Sales

Features

Past performance is no guarantee of future results. The performance indicator is provided for information purposes only. Before subscribing, investors are invited to carefully read the fund’s DICI and prospectus, available on request from INOCAP Gestion or on its website www.inocapgestion.com. This document does not constitute an offer to sell or investment advice. The risks of the FCP are those detailed in the prospectus. This fund offers no capital guarantee. The UCITS is intended exclusively for marketing to persons resident in the country(ies) of registration. This UCITS is not intended for subscription by US Persons. Information relating to listed companies is intended solely to inform subscribers about portfolio holdings, and should under no circumstances be considered as a recommendation to buy or sell. It does not bind INOCAP Gestion to hold any of the securities mentioned in the portfolio.

Since the Markets in Financial Instruments Directive (MiFID II) came into force on 2/01/2018, there is now a separation between the billing of fees linked to order execution and fees linked to the provision of research. These two types of fees are borne by the UCITS. A budget has been defined by the management company for the fund for the coming year, and a research account opened for this purpose. The total amount of research costs billed to the fund will be indicated in the fund’s annual report.

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Morningstar ranking (over 5 years) :

Quantalys ranking :

VOUS ÊTES

PROFESSIONNEL ?

Pour souscrire vous pouvez contacter :

Ageas (Selencia), Aprep Diffusion, AXA Thema, Cardif, Alpheys, Generali Patrimoine, Intencial Patrimoine, Nortia, Primonial, Sélection 1818, Spirica, Swisslife, UAF Life Patrimoine, Vie Plus

VOUS ÊTES

PARTICULIER ?

Vous pouvez souscrire aux fonds d’INOCAP Gestion :

• Par votre intermédiaire financier habituel (votre banque par exemple), en lui indiquant le nom du fonds, son code ISIN, l’opération que vous souhaitez réaliser (souscription), le montant de cette opération (ou le nombre de parts)

• Par l’intermédiaire d’un conseiller en gestion de patrimoine indépendant, qui vous indiquera les modalités de souscription

AVANT DE SOUSCRIRE, NOUS VOUS INVITONS À PRENDRE CONNAISSANCE DES PROSPECTUS ET DICI DES FONDS PLUS D’INFORMATIONS contact@inocapgestion.com / tél. +33 (0)1 42 99 34 60

YOU ARE

PROFESSIONAL?

To subscribe, please contact :

Ageas, Aprep Diffusion, AXA Thema, Cardif, Alpheys, Generali Patrimoine, Intencial Patrimoine, Nortia, Primonial, Sélection 1818, Spirica, Swisslife, UAF Life Patrimoine, Vie Plus

YOU ARE

PRIVATE INVESTOR ?

You can subscribe to INOCAP Gestion funds:

– Through your usual financial intermediary (your bank, for example), indicating the name of the fund, its ISIN code, the transaction you wish to carry out (subscription), the amount of this transaction (or the number of units).

– Through an independent wealth management advisor, who will tell you how to subscribe.

BEFORE SUBSCRIBING, WE INVITE YOU TO READ THE FUND’S PROSPECTUS AND DICI at MORE INFORMATION contact@inocapgestion.com / tel. +33 (0)1 42 99 34 60