Funds
Canadian Equity
Overview
Optimum Actions Canada takes an active discretionary management approach that focuses on stocks within the benchmark index.
We benefit from the expertise and geographical proximity of our Canadian asset management company, Optimum Asset Management in Canada.
More information?
| Highlights | |
|---|---|
| Date established | 2013/01/21 |
| ISIN code | FR0011475003 |
| Assets under management (CA $M) | 15.04 (2024/10/31) |
| Net asset value (CA $) | 41.57 (2024/10/31) |
| Cash | Daily/Before 11:00 a.m. |
Managers
Dora Gamaoun
Pierre Boudeau
Fund features
The Fund benefits from a favourable investment environment:
- Diversification strategy with exposure to Canada’s solid, stable and growing economy
- Comprised of high-quality Canadian stocks in defensive sectors
- Exposure to oligopolistic industries offering superior and resilient profitability in a crisis
This product carries a risk of capital loss.
Risk indicator
| 1 | 2 | 3 | 4 | 5 | 6 | 7 |
| ← Lower risk | Highest risk → |
Main risks
Equity risk:
Due to the investment strategy, the Fund’s exposure to the equity risk is high; therefore, in the event of a downward trend in equity markets, the Fund’s net asset value could fall.
Foreign exchange risk:
Part I of the Fund being denominated in Canadian dollars exposes the euro investor to exchange rate fluctuations, whether favorable or unfavorable, between the time of subscription and the redemption of the shares. Similarly, while Part R is reported in euros, it exposes the investor to Canadian stocks and, consequently, to fluctuations in the exchange rate.
Detailed information about the product's risks is available in the pre-contractual documentation of the Fund.
Documentation (only available in French)
Other information |
|
|---|---|
| Asset class | International Stocks |
| Geographic Area | Canada |
| Minimum recommended investment period | 5 years |
| Asset manager | Optimum Gestion Financière S.A. |
| Custodian | Société Générale Securities Services (SGSS) |
| SFDR classification | Article 8 |
| Reference currency | EUR (Part R), CAD (Part I) |
| Eligibility for French Equity Savings Plan (PEA) | No |