Fortress of Montségur - Hervé HALF - 2004 

Editorial

MONTSEGUR FINANCE, portfolio management company authorised by the Financial Markets Authority, follows its development in 2007 with more than €150M of assets under management.

MONTSEGUR TRESORERIE +, our dynamic money market fund, celebrated its three years. While lots of funds management are complex and obscure, we made a choice of full transparency. Superformance is obtained by investing a part of the assets in high dividend stocks.

This selection of high dividend stocks gave birth to MONTSEGUR RENDEMENT. Two years later and with a highly volatile stock market, the fund showed its resistance during bear markets periods.

We are proud to announce the birth of MONTSEGUR SECURITE, which follows the money market management strategy of MONTSEGUR TRESORERIE +. The fund targets a short term invest horizon which is not compatible with any stock market risks. Its purpose is to invest mainly on money markets and short term corporate bond markets in order to take advantage of the corporate spread.

The entire team at MONTSEGUR FINANCE joins me in thanking you for your confidence in us and wish a happy new year.

Alain CROUZAT, President

Discover the complete presentation of Montségur Finance (in French language).


  • Discover the complete presentation of Montségur Finance (in French language).

Mutual Funds

  Value on the Performances *
  08/03/201020102009Création
Montségur Opportunités 98.23 € +0.86% +60.84% -1.77%
Montségur Perspectives 100.10 € +1.49% +32.18% +0.10%
Montségur Rendement (C) 91.38 € -1.46% +26.23% -8.62%
Montségur Rendement (D) 80.63 € -1.45% +24.30% -8.74%
Montségur Défensif (ex Tréso +) 118.73 € -0.52% +8.06% +18.73%
Montségur Sécurité 105.01 € +0.06% +1.12% +5.01%
* Performances from the past do not prejudge future performances.
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