Benefit from personalised private management with the Dedicated Internal Fund
The method of dedicated management, also known as personalised managementis intended for clients who have a minimum capital of €250,000 and who wish to benefit from personalised financial management with access to a diversified investment universe.
Quercus Risk & Capital offers management services and investment solutions to a broad client base comprising institutional investors, companies and private clients.
Liability, insight and creativity are at the heart of our approach, enabling us to develop innovative investment solutions that are a source of long-term value creation.
A dedicated, tailor-made management service is offered to you via dedicated internal funds (FIDs).
Our vision of open architecture
A tailored portfolio construction to each investor's risk profile.
An approach to sustainable management via the integration of ESG criteria
A complete independence with regard to our expertise in the home
A conviction management, flexible and opportunistic, with the aim of generating long-term performance.
Clear and transparent strategies as the best guarantee for your peace of mind.
An investment process strict but flexible in response to market developments.
Invest beyond ‘traditional’ solutions starting at €250,000
The aim is to offer you active allocation based on a selection of the most suitable managers in their respective fields.
5 management profiles to meet your needs
Our role and that of our partners is to continuously analyse the economic and financial environment in order to optimise asset allocation within your portfolio.
By proposing relatively wide ranges, sufficient flexibility is maintained, allowing the risk taken to be adjusted according to the different market phases.
Defensive profile
Actions : 0% – 35%
Direct lines: maximum 10%
Recommended investment horizon: 3 years
Balanced profile
Actions : 35% – 70%
Direct lines: maximum 15%
Recommended investment horizon: 3-5 years
Dynamic profile
Actions : 70% – 100%
Direct lines: maximum 20%
Recommended investment horizon: 5 years
Overall thematic profile
Actions : 90% – 100%
Direct lines: maximum 20%
Recommended investment horizon: 5 years
Profil sustainable
Responsible investment actions: 90% – 100%
Recommended investment horizon: 5 years
At Quercus Risk & Capitalwe firmly believe thatindependence and transparency transparence should be at the heart of your portfolio management. By offering genuine open architecture management, we aim to guarantee that both of these elements are respected.
Thanks to a dedicated manager, we offer you flexible and creative management. capable of responding to changes in the economic and financial environment.
