Discretionary Management

Crédit Agricole Luxembourg manages the financial assets entrusted to it on the basis of a specific mandate given to the bank by the client.

Discretionary management frees investors from the day to day burden of reviewing their portfolio, whilst enabling them to stay in overall control of their investments.

Signing a management contract means entrusting your financial assets to a team of managers who will take care of the day to day decisions, within the context of a fixed investment profile governed by rules and management objectives. Such contracts also offer the facility to switch investment profiles at any time, whilst preserving total transparency of all management initiatives.

CAL Axis, Tailor-made asset management : international, conviction-based, core-satellite.



Our CAL Management mandate

To best meet the requirements of each client, we offer a range of 5 investment profiles which differ due to the maximum authorised « Equity » element :

  • Security
  • Prudent
  • Balanced
  • Growth
  • Dynamic

Each of these profiles is therefore based on a specific investment horizon, a sensitivity to market risk and a desire for returns.


Five management profiles
Profile% equity
Security0 %
Prudent25% maximum
Balanced15 - 50%
Growth30 - 75%
Dynamic50 - 100%



 

Results