ARTY rated 5 stars Morningstar
ARTY, the diversified fund from Financière de l’Echiquier, ranked since inception in 2008, in the top 5% of its Morningstar category has been awarded 5* by Morningstar.
ARTY is an “all terrain” fund invested in european equities and corporate bonds. It combines the expertise of Financière de l’Echiquier in stock picking with the search for yield. With its mobile allocation, ARTY delivers an annualized performance since inception of +6.3%, +8,3% in 2013 and +3% YTD 2014 (as at 31/03/2014) with a 5 year annualized volatility of 6,4%.
We invite you to discover, in the interview attached, the portfolio management team’s strategy and outlook for the coming month.
Past performances do not guarantee future performances and are not constant over time. The fund is primarily invested in equities and bonds and presents the risk of capital loss. For further information on the risks and costs it incurs, please refer to the fund’s prospectus.
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