Asset Allocation

Meeting Investors'needs

We decided to create a global diversified investment range for investors who, like us, are disappointed with the solutions available from the major financial institutions, which are often too close to benchmarks and which generate little performance over the long term.

Our Goal

The aim of our diversified investment is to protect and grow your assets over time.

To do this, we invest in all types of listed assets, whatever their region.

We invest on the basis of a contrarian approach, in quality assets that the fund management team deems to be undervalued.

We focus our investments on our strongest convictions.

If no asset meets our criteria, we will not hesitate to invest in liquid, risk-free products as we await more attractive opportunities. Patience is a must.

OUR OFFERING

We provide customised portfolio management according to your objective and risk appetite.

Asset allocation From 0 to 100%
Bond allocation From 0 to 100%
Cash allocation
From 0 to 100%

Such tailored investments may take the form of dedicated funds and/or mandates through a bank account or life insurance policy held with the company of your choice.

Direct access to the fund management team to meet your needs and answer your questions.

Please contact us for more information on this offer.

CONTACT

Disclaimer

PREVAL is a société anonyme having its registered office at 11 boulevard Royal, L-2449 Luxembourg, entered in the Trade and Companies Register under number B190081 PREVAL, acting as a management company subject to the provisions of Chapter 15 of the collective investment schemes act of 17 December 2010, as amended, and authorised and overseen in Luxembourg by the Commission de Surveillance du Secteur Financier (CSSF).

Access to this website is subject to the following conditions:

By viewing and using the PREVAL website (hereinafter the Website), you (hereinafter the User) expressly accept the user terms and note the legal information provided hereunder. Please leave the Website now if this is not the case.

Information on this Website:

The content has been drawn from publically available information, internally produced data and other external sources. PREVAL tries to select the information that it puts on this Website carefully. However, it cannot provide any kind of guarantee that it is accurate, reliable or exhaustive. Any decision taken on the basis of this information is therefore reached at the User’s sole risk. PREVAL declines all responsibility for any direct or indirect loss or damage incurred. PREVAL also reserves the right to edit the content of this Website at any time without notice.

The Website contains information presenting various undertakings for collective investment in transferable securities registered at the very least in their home country and Luxembourg.

It may be that the products and services shown on the Website are not authorised for sale to persons subject to a jurisdiction outside Luxembourg due to their nationality, place of residence or any other reason. Users are responsible for checking restrictions on the sale of the products and services in question. Any investment made on the basis of this Website must comply with the laws and regulations applicable to each User.

Past performance does not guarantee future performance. An investment may appreciate or depreciate for various reasons, and investors may lose money. Exchange rate fluctuations may also cause the value of investments to rise or fall.

The information published on this Website does not constitute an investment recommendation or financial advice, as each visitor has individual objectives and needs when viewing the Website. Before any subscription to a UCITS, you should carefully read the regulatory documents (KIID, prospectus), which can be downloaded from the Website.

Accept Reject