Conviction-based management with a controlled risk/return ratio

Listed funds within the PERGAM FUND SICAV managed by our team or in partnership with external advisors, specialised in innovative strategies or themes.

Our management approach is based on 3 performance drivers:

1

Listed securities

2

Open architecture UCITS

3

Equity trading

For listed securities, three criteria are decisive: quality of management, company strategy and attractive valuation.

For UCITS, preference is given to leading asset managers as well as to promising young managers.

Equity trading: detecting market anomalies and taking advantage of technical levels, oversold areas, abnormal spreads, etc.

A range of listed funds is assembled within the PERGAM FUND SICAV.

Pergam Global Fund

Flexible and international management.

Take advantage of market opportunities without constraint as to asset class, currency or geographical area.

Pergam Active Dividend

Yield values in the European context

The objective of the fund is to achieve long-term performance by actively investing in European companies paying sustainable dividend growth.

Pergam Best Holdings

Innovative and growing assets with quality management, selected from an international context.

The objective of the fund is to yield a net annual performance greater than the MSCI World Net Total

Software Conviction Fund

The sectorial expertise of a software specialist combined with the experience of Pergam's managers

The objective of the fund is to invest in the Software sector to deliver an annual return in excess of the MSCI World Information Technology Index

Lauxera HealthTech

The sector expertise of a HealthTech specialist combined with the experience of Pergam managers

The objective of the fund is to invest in the HealthTech sector to obtain a performance greater than MSCI World HealthCare

Oblig Impact 2029

The combination of PERGAM’s bond management know-how and Philippe Hottinguer Gestion’s ESG expertise has resulted in a target maturity fund – Sfdr 9.

A collaboration based on complementary expertise, specialized teams dedicated to ESG research.

Amel HERRERA

Reception

Amel joined PERGAM in 2021 after 8 years of experience in the field of customer care.

Amel holds a BTS in accounting.

Welcome to the Pergam website

This site is an information site with the objective of presenting Pergam’s portfolio management activity as well as the main characteristics of its UCIs and services. It does not constitute a canvassing activity, an offer of securities or a public offering.

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