Graphene Investments

SH shares are denominated in euros, and maintain a permanent hedging against the EUR/USD exchange rate.

SH shares were opened on January 20, 2021.

The above information should not be interpreted as a proposal or a recommendation to purchase a product or a service, nor should it be used as the basis or the reference for any contract or commitment of any kind, nor for any investment advice.

Financial markets are impacted by many economic, political and financial factors, some of which are difficult to predict. There is no guarantee that the fund will be able to meet its objectives. Past performance should not be considered as an indication of the returns that may be expected in the future. The value of an equity investment may go up as well as down, and the fund’s management strategy does not involve any protection mechanism against the effects of a market decline. Investors may therefore lose all or part of their initial investment.

Returns are shown in the denomination currency of each share class. Investors based in another currency would have obtained a different return, and the gap could have been positive or negative, depending on the evolution in exchange rates.

Risks, expenses and the recommended investment horizon are described in the fund’s Prospectus and its Key Investor Information Document (KIID), which every investor should read prior to any subscription. These documents can be found on this website, or upon request to the portfolio management company.

As a result of the MiFID regulation, we are not allowed to show performance data until our fund has been in existence for at least 12 months.

I shares are denominated in US dollar.

The above information should not be interpreted as a proposal or a recommendation to purchase a product or a service, nor should it be used as the basis or the reference for any contract or commitment of any kind, nor for any investment advice.

Financial markets are impacted by many economic, political and financial factors, some of which are difficult to predict. There is no guarantee that the fund will be able to meet its objectives. Past performance should not be considered as an indication of the returns that may be expected in the future. The value of an equity investment may go up as well as down, and the fund’s management strategy does not involve any protection mechanism against the effects of a market decline. Investors may therefore lose all or part of their initial investment.

Returns are shown in the denomination currency of each share class. Investors based in another currency would have obtained a different return, and the gap could have been positive or negative, depending on the evolution in exchange rates.

Risks, expenses and the recommended investment horizon are described in the fund’s Prospectus and its Key Investor Information Document (KIID), which every investor should read prior to any subscription. These documents can be found on this website, or upon request to the portfolio management company.

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S shares are denominated in US dollar.

S shares have not been subscribed yet. Placing a subscription will activate them automatically.

The above information should not be interpreted as a proposal or a recommendation to purchase a product or a service, nor should it be used as the basis or the reference for any contract or commitment of any kind, nor for any investment advice.

Financial markets are impacted by many economic, political and financial factors, some of which are difficult to predict. There is no guarantee that the fund will be able to meet its objectives. Past performance should not be considered as an indication of the returns that may be expected in the future. The value of an equity investment may go up as well as down, and the fund’s management strategy does not involve any protection mechanism against the effects of a market decline. Investors may therefore lose all or part of their initial investment.

Returns are shown in the denomination currency of each share class. Investors based in another currency would have obtained a different return, and the gap could have been positive or negative, depending on the evolution in exchange rates.

Risks, expenses and the recommended investment horizon are described in the fund’s Prospectus and its Key Investor Information Document (KIID), which every investor should read prior to any subscription. These documents can be found on this website, or upon request to the portfolio management company.

As a result of the MiFID regulation, we are not allowed to show performance data until our fund has been in existence for at least 12 months.

SU shares are denominated in euros.

The above information should not be interpreted as a proposal or a recommendation to purchase a product or a service, nor should it be used as the basis or the reference for any contract or commitment of any kind, nor for any investment advice.

Financial markets are impacted by many economic, political and financial factors, some of which are difficult to predict. There is no guarantee that the fund will be able to meet its objectives. Past performance should not be considered as an indication of the returns that may be expected in the future. The value of an equity investment may go up as well as down, and the fund’s management strategy does not involve any protection mechanism against the effects of a market decline. Investors may therefore lose all or part of their initial investment.

Returns are shown in the denomination currency of each share class. Investors based in another currency would have obtained a different return, and the gap could have been positive or negative, depending on the evolution in exchange rates.

Risks, expenses and the recommended investment horizon are described in the fund’s Prospectus and its Key Investor Information Document (KIID), which every investor should read prior to any subscription. These documents can be found on this website, or upon request to the portfolio management company.

As a result of the MiFID regulation, we are not allowed to show performance data until our fund has been in existence for at least 12 months.

IH shares are denominated in euros, and maintain a permanent hedging against the EUR/USD exchange rate.

The above information should not be interpreted as a proposal or a recommendation to purchase a product or a service, nor should it be used as the basis or the reference for any contract or commitment of any kind, nor for any investment advice.

Financial markets are impacted by many economic, political and financial factors, some of which are difficult to predict. There is no guarantee that the fund will be able to meet its objectives. Past performance should not be considered as an indication of the returns that may be expected in the future. The value of an equity investment may go up as well as down, and the fund’s management strategy does not involve any protection mechanism against the effects of a market decline. Investors may therefore lose all or part of their initial investment.

Returns are shown in the denomination currency of each share class. Investors based in another currency would have obtained a different return, and the gap could have been positive or negative, depending on the evolution in exchange rates.

Risks, expenses and the recommended investment horizon are described in the fund’s Prospectus and its Key Investor Information Document (KIID), which every investor should read prior to any subscription. These documents can be found on this website, or upon request to the portfolio management company.

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Investment process

Graphene Actions USA is a French mutual fund designed for investors seeking a pure exposure to the US large cap equity market. Managed according to the US Essential Growth strategy, it is based on an active bottom-up approach which combines a proprietary quantitative screening and an in-depth judgmental analysis by experienced professionals.

Securities are selected from a 500+ stock universe, whose member companies all meet the requirements as regards liquidity, analyst coverage and size.

In a first, fully automated step, an exclusive screening model evaluates the relative attractiveness of all stocks in the universe, using a combination of fundamental indicators. Sell recommendations may be issued on a number of holdings, and a Buy list is generated.

All investment ideas identified through this process are then extensively reviewed by investment professionals, to understand their operating environment, their activity, their strategy, their financial situation and, ultimately, their outlook. This research helps the portfolio manager make the final selection among the system’s suggestions.

Based on extensive research about the US market’s behavior over decades of historical data, the US Essential Growth strategy has a Core Growth (or “market-oriented with a Growth bias”) investment style: it offers a permanent Growth bias, but modulates it over time to better weather multiple market conditions.

IU shares are denominated in Euro.

As a result of the MiFID regulation, we are not allowed to show performance data until our fund has been in existence for at least 12 months.

Documents