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Unitholder in the La Française Rendement Global 2020 fund

20 August 2018

You are a unitholder in the La Française Rendement Global 2020 fund. We thank you for the trust you place in us.

Below is a presentation of the merger by absorption operation of your La Française Rendement Global 2020 fund by the La Française Rendement Global 2025 fund.

La Française Asset Management wishes to offer you the opportunity to invest in a fund that is managed based on a similar strategy but over a longer term and with a more substantial investment universe.

The average maturity of new issues on the market is about 5 years, and refinancings of less than 5 years are almost non-existent. In addition, the management company considers that a traditional carry strategy is not in the interest of investors as a large part of the expected performance over the recommended investment period is already captured.

For example, the estimated return on the I unit at launch on 23 September 2013 was 5.81%, compared with an instantaneous return of only 2.19% on 25 May 2018. This represents a cumulative performance of I Units of + 25.73% over the same period, i.e. an actuarial yield of + 5.04%:

Download the Letter to Unitholders

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