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๐Ÿ‡ซ๐Ÿ‡ท France๐Ÿ‡ฎ๐Ÿ‡น Italy๐Ÿ‡ช๐Ÿ‡บ Euro๐ŸŒ Global

Regional Investment Portfolios

Professionally managed portfolios tailored to French and Italian investors, plus Euro-zone and Global growth strategies. Choose your risk level and let our experts do the rest.

3.2%

Conservative

Low Risk ยท France

A capital-preservation portfolio built around French government bonds (OAT), Livret A, LDDS and high-grade European fixed income. Ideal for risk-averse savers seeking steady returns above inflation.

OAT Bonds
45%
Livret A/LDDS
25%
Money Market
20%
Blue Chips
10%
  • Target return3.2% p.a.
  • Volatility2.1%
  • Minimum investmentโ‚ฌ5,000
  • Management fee0.45%
  • LiquidityT+2
Invest in Conservative
6.5%

Balanced

Medium Risk ยท France

A diversified blend of CAC 40 equities, European ETFs, SCPI real estate and OAT bonds. Designed for investors seeking growth with moderate downside protection over a 5โ€“7 year horizon.

CAC 40 Equities
35%
EU ETFs
25%
SCPI Real Estate
20%
OAT Bonds
15%
Cash
5%
  • Target return6.5% p.a.
  • Volatility8.4%
  • Minimum investmentโ‚ฌ10,000
  • Management fee0.85%
  • LiquidityT+3
Invest in Balanced
9.8%

Growth

High Risk ยท France

An aggressive growth portfolio overweight in French and European tech, luxury, and green-energy equities, complemented by private equity and sustainable funds. For investors with a 7โ€“10+ year horizon.

Growth Equities
40%
Private Equity
20%
ESG Funds
20%
Innovation ETFs
15%
Cash
5%
  • Target return9.8% p.a.
  • Volatility15.2%
  • Minimum investmentโ‚ฌ25,000
  • Management fee1.25%
  • LiquidityT+5
Invest in Growth
3.5%

Conservative

Low Risk ยท Italy

Capital preservation anchored in Italian government bonds (BTP), Bot and Tusaccia instruments, plus European investment-grade credit. Designed for Italian savers prioritizing stability and regular coupon income.

BTP Bonds
50%
BOT/T- Bills
20%
EU Corp Bonds
20%
Blue Chips
10%
  • Target return3.5% p.a.
  • Volatility2.6%
  • Minimum investmentโ‚ฌ5,000
  • Management fee0.45%
  • LiquidityT+2
Invest in Conservative
6.8%

Balanced

Medium Risk ยท Italy

A balanced mix of FTSE MIB equities, European ETFs, Italian real estate funds and BTP bonds. Suited for investors wanting growth potential with controlled risk over a medium-term horizon.

FTSE MIB
35%
EU ETFs
25%
RE Funds
20%
BTP Bonds
15%
Cash
5%
  • Target return6.8% p.a.
  • Volatility9.1%
  • Minimum investmentโ‚ฌ10,000
  • Management fee0.85%
  • LiquidityT+3
Invest in Balanced
10.2%

Growth

High Risk ยท Italy

A high-growth strategy focused on Italian mid-caps, luxury, industrial automation, and Mediterranean fintech, combined with European innovation ETFs and sustainable infrastructure funds.

Growth Equities
40%
Private Equity
20%
Sustainable Infra
20%
Innovation ETFs
15%
Cash
5%
  • Target return10.2% p.a.
  • Volatility16.0%
  • Minimum investmentโ‚ฌ25,000
  • Management fee1.25%
  • LiquidityT+5
Invest in Growth
8.4%

Euro Growth Portfolio

Medium-High Risk ยท Eurozone

A pan-European growth strategy spanning the Eurozone's strongest economies โ€” France, Italy, Germany, Spain and the Netherlands. Combines Euro Stoxx 50 equities, Eurozone government bonds, green-transition infrastructure, and European innovation ETFs for diversified Euro-denominated growth.

Euro Stoxx 50
35%
EU Innovation ETFs
25%
Green Infrastructure
20%
EU Gov Bonds
15%
Cash
5%
  • Target return8.4% p.a.
  • Volatility12.3%
  • Minimum investmentโ‚ฌ15,000
  • Management fee1.05%
  • LiquidityT+4
  • CurrencyEUR
Invest in Euro Growth
11.5%

Global Growth Portfolio

High Risk ยท Worldwide

Our flagship global strategy with exposure across North America, Europe, Asia-Pacific and emerging markets. Blends MSCI World equities, emerging-market growth, global tech leaders, commodities, and a satellite allocation to digital assets. For investors seeking maximum long-term capital appreciation.

MSCI World
35%
Emerging Markets
20%
Global Tech
20%
Commodities
15%
Digital Assets
5%
Cash
5%
  • Target return11.5% p.a.
  • Volatility18.7%
  • Minimum investmentโ‚ฌ25,000
  • Management fee1.45%
  • LiquidityT+5
  • Currency hedgingAvailable
Invest in Global Growth

Portfolio Comparison

Compare all strategies side by side

PortfolioTarget ReturnVolatilityMin. InvestmentFeeRisk LevelHorizon
FR Conservative3.2%2.1%โ‚ฌ5,0000.45%Low1โ€“3 yrs
FR Balanced6.5%8.4%โ‚ฌ10,0000.85%Medium5โ€“7 yrs
FR Growth9.8%15.2%โ‚ฌ25,0001.25%High7โ€“10+ yrs
IT Conservative3.5%2.6%โ‚ฌ5,0000.45%Low1โ€“3 yrs
IT Balanced6.8%9.1%โ‚ฌ10,0000.85%Medium5โ€“7 yrs
IT Growth10.2%16.0%โ‚ฌ25,0001.25%High7โ€“10+ yrs
Euro Growth8.4%12.3%โ‚ฌ15,0001.05%Med-High5โ€“10 yrs
Global Growth11.5%18.7%โ‚ฌ25,0001.45%High7โ€“10+ yrs
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