{"id":535,"date":"2024-01-03T17:13:37","date_gmt":"2024-01-03T16:13:37","guid":{"rendered":"https:\/\/beta.investisseurprive.com\/?post_type=solution&p=535"},"modified":"2025-01-29T15:07:29","modified_gmt":"2025-01-29T14:07:29","slug":"financier-la-gestion-serenite","status":"publish","type":"solution","link":"https:\/\/www.investisseurprive.com\/en\/solution\/financier-la-gestion-serenite\/","title":{"rendered":"Financier : La gestion S\u00e9r\u00e9nit\u00e9"},"featured_media":0,"template":"","contract":[14],"class_list":["post-535","solution","type-solution","status-publish","hentry","contract-ip-vie"],"acf":{"label":"","review":"Investissez simplement gr\u00e2ce \u00e0 notre portefeuille diversifi\u00e9 d\u2019actions et d\u2019obligations arbitr\u00e9 r\u00e9guli\u00e8rement par nos soins. Pour temp\u00e9rer la prise de risque, l\u2019allocation est dilu\u00e9e \u00e0 70% en fonds euro.","solution_carasteristic":["financial_portfolio","vie_digital_subscription"],"operation_code":"serenite","objective":["build_patrimony"],"investment_lenght":"2-5","maximum_risk_level":["security"],"underlying":["treasury","financial"],"interest_into_responsible_investment":"","wrapper":["Assurance-vie","Contrat de capitalisation"],"testimonial":{"title":"L'avis de l'expert","text":"Ce portefeuille est compos\u00e9 de fonds actions, obligations et flexibles. Il vous permet donc de vous exposer sans concession \u00e0 l\u2019ensemble des march\u00e9s financiers. Le compartiment fonds euro permet de r\u00e9duire la volatilit\u00e9 de l\u2019allocation.","author_name":"Lucas de Raemaeker","author_title":"Expert patrimonial","author_image":418},"risk_management":{"kid":2.73,"risk":2,"note_title":"Les trois indicateurs cl\u00e9s","note_description":"En analysant les caract\u00e9ristiques propres \u00e0 chaque fonds qui constitue un portefeuille, nous pouvons d\u00e9finir son horizon d\u2019investissement, son rendement esp\u00e9r\u00e9 ainsi que le risque associ\u00e9. Ces trois indicateurs cl\u00e9s vous permettent de juger si le placement pr\u00e9sent\u00e9 est conforme \u00e0 votre cahier des charges."},"investment_cone":{"description":"Les soci\u00e9t\u00e9s de gestion sont tenues de proposer pour chacun de leurs fonds une projection de performance selon quatre sc\u00e9narios : favorable, interm\u00e9diaire, d\u00e9favorable et tension. Ces sc\u00e9narios sont une estimation des performances futures \u00e0 partir de donn\u00e9es pass\u00e9es. S\u2019ils ne constituent pas un indicateur exact, ils vous permettent de comparer diff\u00e9rentes solutions d\u2019investissement entre elles. ","disclaimer":"Les performances pass\u00e9es ne pr\u00e9jugent pas des performances futures et ne sont pas constantes dans le temps\r\nLes informations contenues dans cette page sont purement indicatives. Il convient de v\u00e9rifier que cette solution est adapt\u00e9e \u00e0 vos besoins et objectifs","chart_header":"","very_good":5.17,"good":2.73,"normal":-0.77,"bad":-6.15},"portfolio":null,"composition":{"description":"","label_data_1":"","data_1":0,"label_data_2":"","data_2":0,"label_data_3":"","data_3":0,"label_data_4":"","data_4":0},"sectorial_composition":{"s_description":"","label_data_1":"","s_data_1":0,"label_data_2":"","s_data_2":0,"label_data_3":"","s_data_3":0,"label_data_4":"","s_data_4":0},"costs":null,"investment_fees":0,"management_fees":1.2},"_links":{"self":[{"href":"https:\/\/www.investisseurprive.com\/en\/wp-json\/wp\/v2\/solution\/535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investisseurprive.com\/en\/wp-json\/wp\/v2\/solution"}],"about":[{"href":"https:\/\/www.investisseurprive.com\/en\/wp-json\/wp\/v2\/types\/solution"}],"wp:attachment":[{"href":"https:\/\/www.investisseurprive.com\/en\/wp-json\/wp\/v2\/media?parent=535"}],"wp:term":[{"taxonomy":"contract","embeddable":true,"href":"https:\/\/www.investisseurprive.com\/en\/wp-json\/wp\/v2\/contract?post=535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}