Pergam Global Fund

Flexible and international management without constraint as to asset class, currency
or geographical area.

The objective of the fund is to generate performance over the long term through four performance drivers: flexible asset allocation, listed securities, UCITS and equity trading.

Investment policy

The asset allocation is representative of our economic vision and our expectations of market trends, by geographical area and by sector. This flexibility allows for a high degree of responsiveness to major changes in the financial markets.

Our experts select listed securities, in shares and/or bonds, according to criteria proven by experience (attractive valuation, quality management, clear strategy).

For UCITS, our team selects experienced managers who practice conviction-based management. Promising new funds with young talent are also included.

Equity trading is also used to take advantage of volatility and market anomalies over very short periods.

113.89

VL €

( part I )

104.92

VL €

( part R )

AUM : 24.13 M€
18/04/2024

Performance as of 18/04/2024 (PART I)

No Data Found


First STOCKS lines in portfolio (as of 31/03/2024 )

No Data Found


First BONDS lines in portfolio (as of 31/03/2024 )

No Data Found


First UCITS lines in portfolio (as of 31/03/2024 )

No Data Found


Geographical distribution cash excluded (as of 31/03/2024 )

No Data Found

Importante information : the figures quoted relate to past years and past performance is not a reliable indicator of future performance. They are not constant over time and not guaranteed. The fund may not be suitable for all investors. The risks and costs associated with investing in the fund are described in the KIID (key investor information presentation) and in the prospectus, which can be downloaded from the website www.pergam.net. Pergam invites the persons concerned to read them. The KIID must be given to the investors prior to subscription. The tax treatment depends about each client and may be modified subsequently Source: Bloomberg Index Services Limited. BLOOMBERG® and the indices referenced herein (the “Indices”, and each such index, an “Index”) are service marks of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”) and/or one or more third-party providers (each such provider, a “Third-Party Provider,”) and have been licensed for use for certain purposes to PERGAM SAS (the “Licensee”). To the extent a Third-Party Provider contributes intellectual property in connection with the Index, such third-party products, company names and logos are trademarks or service marks, and remain the property, of such Third-Party Provider. Bloomberg or Bloomberg’s licensors own all proprietary rights in the Bloomberg Indices. Neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither Bloomberg nor Bloomberg’s licensors, including a Third-Party Provider, shall have any liability or responsibility for injury or damages arising in connection therewith.

Our other
funds

Pergam Active Dividend
Yield values in the European context.

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

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

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

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.

Access to the products and services presented on the site may be subject to restrictions with regard to certain persons, and in particular non-professional clients in accordance with the provisions of Article L.533 of the French Monetary and Financial Code and Directive 2004/39/EC on markets in financial instruments, or certain countries, and in particular with regard to investors in the United States who are subject to specific legislation. In addition, the products and services presented on this site may only be purchased in jurisdictions where they are authorised to be marketed and promoted.

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