Pergam Best Holdings

( previously Pergam New Horizons )

Investing in listed holding companies, managed by entrepreneurs and teams with a proven track record.

The objective of the fund is to yield a net annual performance greater than the MSCI World Net Total Return EUR Index over a recommended time horizon of 7 years.

Investment Strategy

In the Best Holdings fund, our managers seek performance by investing in a portfolio of approximately 30 holding companies:

Alongside entrepreneurs who are "money makers"...

Who invest part of their assets in their own holding company

With a long-term perspective, as these are often families

While benefiting from a significant discount compared to the value of the assets

The selection of securities is based on the following elements:

Quality of the underlying assets

Careful consideration of the alignment of interests and the preservation of minority rights

In-depth analysis of the investment track record

NAV discount and identification of catalysts for share price appreciation

Interview with Benjamin Billiard, manager of Pergam Best Holdings:

Video Thumbnail
Interview de Benjamin Billiard

VL €

( part I )


VL €

( part R )

AUM : 13.27 M€
ISIN Code:
FR0050001223 (part EUR I )
Bloomberg Code :
Legal form:
SICAV under French law
Classification :
International equities
Risk profile SRI:
Recommended investment period:
7 years
Valuation / Liquidity :
Subscription / redemption deadline:
Each business day before 12:00 noon Paris time
Minimum subscription:
Original net asset value:
Allocation of the results:
Management fee:
1% incl. tax
Performance fee:
15% (including tax) of the sub-fund's outperformance compared to the performance of the MSCI Information Technology Net Total Return EUR index over the financial year
Subscription/redemption fee:
2% max, not accruing to the fund / 0% on
Countries authorised for marketing:

Performance as of 22/02/2024 (PART I)

No Data Found

First STOCKS lines in portfolio (as of 29/12/2023 )

No Data Found

Geographical distribution cash excluded (as of 29/12/2023 )

No Data Found

Performance is not constant over time and does not indicate future performance.

The sub-fund of the SICAV, which is incorporated under French law, is authorised for marketing in France. The risks and costs associated with investing in a UCITS are described in the Key Investor Information Document for this UCITS, which can be downloaded from this website. Pergam invites those concerned to take note of it. The Key Investor Information Document must be delivered to the subscriber prior to subscription. 

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

Amel holds a BTS in accounting.

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