DPA Gestion Privée

DPA Gestion Privée, an AMF-regulated diversified fund (FCP), is differentiated from other diversified funds by two features:

1/ It eschews the rigid investment strategies (« benchmarking ») followed by most diversified funds

Most funds are constrained by strict allocation rules which prevent them from taking advantage of over/under valuation cycles in financial markets. For DPA Gestion Privée, like for LFP Allocation, asset allocation is managed dynamically with a medium-term oriented process (see Our Approach ).

2/ It provides investors with a better grasp on the fund’s expected returns, in the medium to long run, and the associated risks.

Unfortunately, mainstream asset managers rarely devote much attention or resources to the prospective analysis of long-term returns for the main asset classes. But, without clear views on future returns, a fund manager is unable to inform investors about the likely performance of his fund in the medium to long term. Thus, these investors are deprived from valuable information, particularly useful for future retirement planning.

Therefore, DPA Invest endeavours to better inform investors. To that end, it provides every quarter an estimate of DPA Gestion Privée’s expected return over the medium term (see Risks and returns over the medium term).

More information

• AMF Prospectus (in French)
• Contact Us
• Detailed description (pdf)
• Performance since inception
• Management Report Q3 2007 (in French)
• Management Report Q4 2007 (in French)
• Management Report Q1 2008 (in French)
• Management Report Q2 2008 (in French)

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