For the first time since launch, assets under management in the Rouvier Patrimoine fund have exceeded €300 million. This record coincided with a net asset value per unit of €57.93 on 12 April 2017, close to the all-time high.
Rouvier Patrimoine was launched in June 1991, more than 25 years ago, with a view to offering investors a defensive and profitable management style over a minimum investment horizon of two years.
Originally intended for discretionary management clients of Rouvier Associés, from 2009 Rouvier Patrimoine was offered to our professional partners for investment by their own clients.
Thanks to the discipline of its prudent approach and its stability, the fund has been particularly popular in Germany, where it has been distributed since 2012.
In March 2017 it won the MLP Investment Award, which recognised "a fruitful process of quality and security assessed on the basis of its risk/reward profile".
The fund is also registered for sale in Austria, Belgium, Luxembourg and Switzerland.
Since its inception in 1991, Rouvier Patrimoine has generated an average annual return of 5.3%, with volatility of around 3.3%.