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Our income portfolio

Our income portfolio has a term of Investment of two years.This portfolio has always had a very conservative approach with an important participation to the fixed income markets as well as capital guaranteed products.The Equity Funds considered are mainly « value » funds. The alternative Investments are usually Fund of Funds that we follow on a monthly basis for many years and have a proven track-record.

We have been historically quite conservative and our performance 2000-2002 was an average of 6.2 % per year during a period that saw an average decline of the market-indexes of 15% per year. We would also like to underline the fact that we sold the majority of our Equity Exposure in September 2007 and are buying back progressively this year 2009.