{"id":3175,"date":"2022-07-21T14:11:32","date_gmt":"2022-07-21T12:11:32","guid":{"rendered":"https:\/\/monocle.lu\/?p=3175"},"modified":"2022-08-02T17:11:06","modified_gmt":"2022-08-02T15:11:06","slug":"checkpoint-estival","status":"publish","type":"post","link":"https:\/\/monocle.lu\/en\/2022\/07\/21\/checkpoint-estival\/","title":{"rendered":"Summer checkpoint"},"content":{"rendered":"

Dear investors, before the avalanche of quarterly results that we'll be talking about for a while, we're taking the opportunity to give you a checkpoint on the fund.

As of 19 July 2022, Monocle (A share) is at\u00a0+1,10%<\/strong>\u00a0since 1 January.
Heritage funds are at\u00a0-9%<\/strong>*<\/strong>\u00a0and the CAC40 at\u00a0-13%.<\/strong>\u00a0

We have been preparing you for the storm for several months. Many indices had pushed us to play defensively with the aim of\u00a0protecting your assets.<\/strong><\/p>\n

\"\"<\/p>\n

Source : Quantalys<\/em><\/p>\n

We are now patiently waiting for the lights to turn green so that we can move on to the next phase: making sales. The market correction has brought out some initial opportunities. We have the cash to take them.

Our corporate bond portfolio, which has been almost empty for several months, is starting to fill up (9% of the fund). As for equities, we are gradually increasing our exposure. The objective:\u00a0a net and sustainable performance<\/strong>\u00a0for the years to come.

This transition is being made patiently. Because in our opinion, the worst is still ahead of us...
Until then, be careful: it will be a hot summer.

The Monocle team wishes you a great week.

* Category\u00a0Allocation Flexible Prudent Europe<\/em>\u00a0- Quantalys<\/p>","protected":false},"excerpt":{"rendered":"

Chers investisseurs, avant l\u2019avalanche des r\u00e9sultats trimestriels dont nous allons vous parler pendant un moment, on en profite pour faire un point d\u2019\u00e9tape sur le fonds.Au 19 juillet…<\/p>","protected":false},"author":8,"featured_media":3177,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3175","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-le-billet-de-monocle"],"acf":[],"yoast_head":"\nMonocle - Checkpoint estival<\/title>\n<meta name=\"description\" content=\"On fait le point depuis le d\u00e9but de l'ann\u00e9e et on se pr\u00e9pare pour l'\u00e9t\u00e9 ! \ud83d\ude0e\ud83c\udf34\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monocle - Checkpoint estival\" \/>\n<meta property=\"og:description\" content=\"On fait le point depuis le d\u00e9but de l'ann\u00e9e et on se pr\u00e9pare pour l'\u00e9t\u00e9 ! 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