On February 27, Dorval Asset Management and H2O Asset Management won awards at the French Grands Prix BFM Business de la Bourse for their funds Dorval Manageurs and H2O Multiequities.
To be eligible for the awards, UCITS must have assets under management of more than €50m, display a diversified portfolio and qualify for at least five life insurance contracts. The final score allocates a weighting of 50% for 1-year performances, 30% for 3-year performances and 20% for 5-year performances as at December 31, 2016.
Dorval Manageurs won the UCITS Performance prize for the best fund in the French UCITS 5-year category at 12/31/2016, recognizing the quality of Dorval Asset Management’s fund management on French and European stocks, as well as the fund’s long-term performance.
Meanwhile, H2O Asset Management won the UCITS Performance prize for the best fund in the World UCITS category for its fund H2O Multiequities. H2O Asset Management’s range is based on the conviction that diversification offers a strong and stable source of alpha. H2O Asset Management not only offers performances adjusted to the portfolio’s risk, but also provides investors with transparency and liquidity.
1 Source Dorval Asset Management at 12/31/2016.
2 Source Natixis Asset Management at 12/31/2016.
Reference to a ranking and/or an award does not indicate the future performance of the fund or the fund manager.
Dorval Manageurs is a French-law common fund (“Fonds Commun de Placement”) authorized by the French financial markets authority AMF and managed by Dorval Asset Management. Dorval Manageurs invests in companies that provide sound growth at a reasonable price. This strategy seeks to take advantage of their ability to ensure sustainable and recurring earnings growth with a certain degree of capital risk.
H2O Multiequities is a French-law common fund (“Fonds Commun de Placement”) authorized by the French financial markets authority AMF and managed by H2O Asset Management. H2O Multiequities seeks to take advantage of opportunities in the international equities universe. Over the recommended investment timeframe of 5 years, the fund seeks to display an annualized performance 3.50% above equity markets in developed countries with a certain degree of capital risk.
Dorval Manageurs and H2O Multiequities enable investors to take advantage of potential performances on the financial markets in exchange for a certain degree of risk (particularly capital risk). The fund’s characteristics, risk and return profile, and fees are outlined in the Key investor information document. Investors should comply with the minimum investment timeframe. Investors should read the Key investor information document before any investment. This document is available on request from Natixis Asset Management and H2O AM and on their websites www.am.natixis.com and www.h2o-am.com.
Natixis Asset Management – Asset management company regulated by AMF under n° GP 90-009 – Limited Liability Company with share capital of €50,434,604.76 – RCS Number Paris 329 450 738 – Registered Office: 21 quai d’Austerlitz, 75013 Paris.
Dorval Asset Management, a public limited company with share capital of €296,747.50, having its registered office at 1 rue de Gramont, 75002 Paris. Dorval Asset Management, recorded under no. 391 392 768 on the Paris Trade and Companies Register, is approved as an asset management company by A.M.F. (French financial markets authority) under the number GP 93-08.
H2O Asset Management LLP – 10 Old Burlington Street, Westminster – London W1S 3 AG – United Kingdom – Registered in England and Wales with registered name H2O AM LLP and registration number OC 356207 – Authorized and regulated by the Financial Conduct Authority ("FCA"), and is entered on the FCA Register with the Registration Number 529105 and company number OC356207.