100% equity portfolio
Audace
A turnkey equity portfolio combining aggressiveness and performance.
Long-term equity performance
Audace Equity Portfolio
The Audace portfolio aims to grow a dynamic and selective allocation in equity funds. It combines quality assets, geographic and sector diversity, and proactive management. Specifically, we select equity funds invested in solid and innovative companies. We also express two strong sector convictions, reinforcing their exposure to promising sectors we believe in. As a long-term investment, Audace integrates the performance and risk associated with equities, as well as the efficiency of managed portfolios by Investisseur Privé AM. You delegate, we manage for you!
To manage the Audace equity portfolio, we use our own quantitative analysis tools. Comprising a database of around twenty indicators and our proprietary analysis algorithm, developed by Investisseur Privé AM, they allow us to assess the performance and robustness of all available equity funds over the long term. This way, we arbitrate in real time a portfolio that optimizes selectivity and gains.
Nicolas Cagi Nicolau
CEO
An attractive equity portfolio, under managed mandate
With Investisseur Privé, you benefit from transparent and reduced fees, without compromising on the value of our management.
- 0% Entry fees
- 0% Deposit fees
- 0% Arbitration fees
- 0% Exit fees
- 0.4% Managed portfolio fees
Audace Equity Portfolio in figures
Audace combines long-term investment, high returns and the risk associated with equities.
Investment horizon
Recommended investment duration
5-8 years
Expected annual return
7.51%
Risk scale
1
2
3
4
5
6
7
3 key indicators
We analyze each fund in our portfolio and define its investment horizon, expected return and associated risk. You can thus judge whether it meets your requirements.
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Audace equity portfolio allocation
100% invested in equities, the Audace portfolio benefits from their long-term appreciation.
100%
Equities
EQUITIES
Audace
Eligible for 6 tax wrappers: Life insurance, Luxembourg life insurance, Securities account, Capitalization contract, PEA and PEA-PME, PER.
*Past performances do not prejudge future performances.
Investing in equities with the right tax wrapper
The Audace portfolio is eligible for 6 tax wrappers. You select the tax wrapper, and our experts manage the portfolio.
Life insurance
Grow your investments while benefiting from reduced taxation and optimized wealth transfer.
Luxembourg life insurance
Develop your wealth through Luxembourg's secure regulatory framework.
Securities account
Diversify your investments while enjoying the flexibility of a securities account.
Capitalization contract
Boost your capital through a wrapper combining optimized taxation and estate transfer.
PEA and PEA-PME
Grow your assets with the equity savings plan, tax-exempt on capital gains after 5 years.
PER
Reduce your taxes today while building capital or an annuity for retirement.
Life insurance
Grow your investments while benefiting from reduced taxation and optimized wealth transfer.
Luxembourg life insurance
Develop your wealth through Luxembourg's secure regulatory framework.
Securities account
Diversify your investments while enjoying the flexibility of a securities account.
Capitalization contract
Boost your capital through a wrapper combining optimized taxation and estate transfer.
PEA and PEA-PME
Grow your assets with the equity savings plan, tax-exempt on capital gains after 5 years.
PER
Reduce your taxes today while building capital or an annuity for retirement.
Investing in equities
with Audace
Benefit from equity performance without managing a portfolio. With Audace, it's simple and customizable!
01
Initial deposit
€4,000
02
Ad hoc contributions
€500
03
Scheduled contributions
€50 per month
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Equity portfolio under managed mandate
You combine:
- Long-term equity performance.
- Portfolio diversity to limit risk.
- Audace's eligibility for 6 tax wrappers.
- Managed portfolios by our experts and ongoing monitoring.
Receive the
opportunity flash
Markets, investments and taxation are constantly evolving. Don't miss any investment opportunity with "Le flash opportunite"!
Other equity portfolios than Audace
We manage other equity portfolios, based on your tax wrappers, risk profile and return objectives.
Equilibre
A geographically diversified portfolio of equities and bonds, continuously arbitrated to benefit from all financial markets.
Sortino
A portfolio integrating the best equity funds and the most consistent over time, with selection driven by the highest Sortino ratio.
Thématique
A diversified equity portfolio invested in future sectors and promising themes, to benefit from major economic and societal trends.
Equilibre
A geographically diversified portfolio of equities and bonds, continuously arbitrated to benefit from all financial markets.
Sortino
A portfolio integrating the best equity funds and the most consistent over time, with selection driven by the highest Sortino ratio.
Thématique
A diversified equity portfolio invested in future sectors and promising themes, to benefit from major economic and societal trends.
Understanding equity investing
Educational content to help you learn before investing in equities: articles, white papers, newsletters, videos and webinars.
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Frequently asked questions about equity investing
Want to invest in equities or already hold them? Here are the answers to the questions you're asking.
An equity portfolio is a collection of shares in publicly listed companies, held in an individual portfolio or a dedicated equity fund. These shares are selected for their long-term growth potential: capital appreciation (share price increase), income (dividends paid) and/or bonus share allocations. It should be noted that holding equities carries a risk of capital loss. The Audace portfolio, managed by Investisseur Privé, is composed of the best equity funds. Its allocation evolves based on market opportunities and trends, and is regularly rebalanced. Speak with one of our advisors.
Because equities offer superior performance potential over the long term. Indeed, corporate growth and value creation drive capital appreciation, meaning an increase in the share price. According to the French Financial Markets Authority (AMF): "Historically, a diversified equity investment over 15 to 20 years has delivered an average of 5% to 7% annual return."
Equities are sensitive to financial market fluctuations, as well as to the performance of the individual company. Investor optimism or pessimism, along with the company's results, can impact the share price both up and down, particularly in the short term. Holding an equity portfolio carries a risk of capital loss.
The value of a share, i.e. its stock market price, depends on the company's financial health, quarterly results, growth prospects, the economic climate and the performance of its business sector.
Equities do not offer a guaranteed return, unlike bonds or euro funds, for example. The dividend distribution policy depends on the company's results, its capacity to pay, and the General Meeting (AGM). Equities primarily aim for performance through capital appreciation (share price increase), bearing in mind that the risk of capital loss exists.
There isn't one! Or rather, it depends on your objectives, your tax situation or sensitivity, your age, your projects: investment, retirement, inheritance, donation… The Audace portfolio, composed of 100% equities and managed by Investisseur Privé, is eligible for 6 tax wrappers: Life insurance: taxation, inheritance and returns. Luxembourg life insurance: security, taxation and performance. Securities account (CTO): freedom and investment diversity. Capitalization contract: usufruct splitting and donation. PEA and PEA-PME: advantageous taxation and long term. Retirement savings plan (PER): tax deduction and long-term growth. Book an appointment with one of our advisors!
Managed portfolio management delegates share selection and rebalancing to experts. You don't have to do anything, while benefiting from potential capital appreciation of the equity portfolio, aligned with your objectives and risk profile. Discover our management team!
Equities are a long-term investment: 5 years or more. Indeed, the long term allows you to absorb fluctuations and maximize the potential for capital appreciation.
Yes, an equity portfolio is generally liquid. However, selling during a downturn can reduce the performance of equities and their liquidity.