French IFA launches global flexible FoF

French independent financial adviser Océanic Finance has launched the Océanic Opportunités Monde, a global flexible fund of funds for its private clients and partners.

The management of the FoF has been delegated to Paris-based investment firm Lazard Frères Gestion, Océanic Finance will bring advice on strategic asset allocation.

The fund will invest primarily in global equities, bonds and money market funds. It will exposed up to 30% to emerging markets and small-mid caps.

As of 31 March 2017, the fund was invested at more than 90% in equity markets. European markets formed 58% of the equity allocation, US markets 21% while emerging and Japanese markets represented 14% and 8% respectively.

Adrien Paredes-Vanheule
Adrien Paredes-Vanheule is deputy editor and French-Speaking Europe Correspondent for InvestmentEurope, covering France, Belgium, Geneva and Monaco. Prior to joining InvestmentEurope, he spent almost five years writing for various publications in Monaco, primarily as a criminal and financial court reporter. Before that, he worked for newspapers and radio stations in France, in particular in Lyon.

Read more from Adrien Paredes-Vanheule

Close Window
View the Magazine

I also agree to receive editorial emails from InvestmentEurope
I also agree to receive event communications for InvestmentEurope
I also agree to receive other communications emails from InvestmentEurope
I agree to the terms of service *

You need to fill all required fields!