SEVEN CAPITAL MANAGEMENT : All the Funds

A range of funds bringing solutions and value added to the differents portfolios’ compartments

  Prospectus DIC Semi-annual report Reporting (ESG)
Equity - UCITS Seven European Equity Fund PDF PDF PDF PDF
Diversified - UCITS Seven Force 5 (Seven Diversified Fund) PDF PDF PDF PDF
Multi-asset log short - Certificat Seven Absolute Return Momentum Index PDF
Seven Macro Systematic Index
GESTION SICAV FIAR Seven Patrimoine Opportunistic Fund PDF
Seven Cardinalis Fund PDF

Seven European Equity

Seven European Equity is a Euro-zone, large cap, long- only Fund. The fund invest in cash equities.  Stocks selection criterias are Price Momentum criterias. The Fund’s benchmark is the EuroStoxx50 Net Return. This fund offers daily liquidity. The Fund is Ucits Compliant.

Morningstar Rating  (03/31/2016)

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Seven Force 5

Seven Force 5  is a flexible, diversified absolute return fund with a volatility target of 5% and an expected return target of 5%. Risk analysis is used to calibrate this with a maximum drawdown target of twice the target volatility level, i.e. 10% for Seven Force 5. The investment process is based on proprietary momentum analysis: macroeconomic, price, and risk. The fund's investment universe covers government bonds and international equity markets. The fund aims for a regular return in line with its volatility level (5%). The fund offers daily liquidity and is regulated under UCITS.

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Seven Absolute Return Momentum Index

Seven Absolute Return Momentum Index is a Multi-Asset Class Long/Short certificate issue by Natixis.  The Investment process is based on Price Momentum Medium Term -Long Term Analysis. The certificate has a volatility target of 10% and trades only listed futures market. The certificate investment universe covers Fixed Income and Equity Markets. It has a daily liquidity.