Funds
Five funds. Every figure dated.
Past performance is not a reliable indicator of future results. Share class I EUR Acc, net of fees, in euros. Source: Mansard Asset Management.
European large caps
Mansard European Quality
Twenty-five to thirty-five European companies we would be glad to own for ten years.
NAV
312.46
YTD
+7.8%
5Y ann.
+8.2%
Camille Roussel · Thomas Vidal
French small & mid caps
Mansard France Small & Mid
Forty to fifty French companies, most of them visited in person, many run by the families that own them.
NAV
228.91
YTD
+12.6%
5Y ann.
+4.9%
Yanis Benali · Thomas Vidal
Global equity
Mansard Global Equity
Thirty to forty companies around the world, chosen for the returns they earn and the price we pay.
NAV
187.05
YTD
+9.3%
5Y ann.
+9.4%
Sophie Lam · Camille Roussel
Flexible multi-asset
Mansard Patrimoine
A flexible fund for savers who want to grow capital slowly and sleep through the bad years.
NAV
141.38
YTD
+4.1%
5Y ann.
+3.6%
Camille Roussel · Inès Okafor
Euro short-term credit
Mansard Short-Term Credit
Euro bonds that mature within two years, from companies we would lend to ourselves.
NAV
108.72
YTD
+3.2%
5Y ann.
+1.9%
Inès Okafor · Léa Fournier
How to invest
Three ways in, one set of documents.
01
Through your adviser or bank
Ask for the fund by name and the ISIN of the share class. Most French and Luxembourg private banks can subscribe on your behalf.
02
Through a platform
Our funds are listed on the main French, Belgian and Luxembourg fund platforms. Search by ISIN; the I and R classes are both available.
03
Directly, for institutions
Pension funds, insurers and family offices can subscribe with the transfer agent. Olivia sends the documents and the due diligence pack.