- Global Sicav -
Ofi Invest Precious Metals
Make your portfolio glitter!
The investment strategy of the Ofi Invest Precious Metals fund focuses on a basket of four precious metals gold, silver, platinum, and palladium as well as interest rate futures contracts. These metals may be regarded as safe-haven assets during periods of economic uncertainty or financial crisis particularly gold and silver or may benefit from supply tensions affecting so-called “hybrid” metals silver and platinoids which have well-established industrial applications.
What is a precious metal?
“Precious” metals are metallic chemical elements that are scarce and possess some monetary value.
They have practical applications everywhere in today’s economy.
investments,
technologies, etc.
“green” hydrogen,
jewellery, eyewear, etc.
Electronics,
jewellery, etc.
Electronics,
chemicals, etc.
Ofi Invest Precious Metals, an alternative for diversifying your portfolio
Simplified access to the precious metals sector
A fund eligible for life insurance contracts
A fund denominated in euros
A fund hedged against currency risk
Daily liquidity(1)
A stable and well-balanced portfolio
ALLOCATION OF THE “BASKET PRECIOUS METALS STRATEGY” INDEX
In order to maintain 100% exposure to precious metals, the sub-fund is exposed to 125% of the performance of the index.
Gold, an asset that tends to display defensive behavior during downturns in the US equity market
COMPARISON OF THE PERFORMANCE OF GOLD AND THE S&P 500 DURING PERIODS OF SIGNIFICANT DECLINE SINCE 1998
This analysis is based on periods during which the S&P 500 recorded a monthly performance of less than -9% since January 1998.
For each episode, the performance of gold (via the S&P GSCI Gold Official Index) was compared over the same period.
Past performance is not indicative of future results. This presentation is provided for illustrative purposes only and does not constitute investment advice.
Why choose Ofi Invest Precious Metals?
To diversify your portfolio into precious metals
- Simplified access to the precious metals sector through futures contracts
- No investment in equities or bonds within the sector
- An investment eligible for life insurance contracts
The subfund is exposed to commodity prices through commodity index swaps(3). A decline in the commodities markets or exogenous conditions (storage conditions, weather, etc.) could cause a decline in the subfund’s net asset value.
A recognised team of experts
- A management team recognized in the metals and commodities markets
- Over 20 years of expertise in commodities management
- A more than 10-year management track record
The current management team is subject to change over time.The Sub-Fund does not benefit from any guarantee or capital protection. The capital initially invested may not be fully repaid.
A fund resilient during phases of instability
- Gold and other precious metals are historically resilient during periods of inflation and geopolitical uncertainty
- These assets are only loosely correlated to financial market trends
Performance is not guaranteed for subscribers. There is a risk of loss of invested capital.
SILVER, A HIGHLY CHARGED METAL
Manufacturing alone accounts for a total of 49% of total silver demand(4), and demand could be boosted further by low-CO2-emission green technologies.
Production of photovoltaic panels, for example, accounts for 12% of global demand, a quantity that could quadruple over the next 10 years(5).
In the automotive industry, metal is used mainly in the electrical connections of vehicles’ electronic systems. Each electrical impulse in a modern car that starts the engine, opens the windows or adjusts the seats is activated by silver-based contacts.
NOTES
Refer to the subfund’s characteristics & documents for more details on its risks, fees and characteristics.
News related to the fund or its theme
A WORD ON - Understanding metals: silver, the jack-of-all-trades precious metal
20/05/2024
This advertising communication does not provide any assurance as to the suitability of the products or services presented for the investor’s situation or objectives and does not constitute a recommendation, advice, or an offer to purchase the financial products mentioned. Ofi Invest Asset Management declines all liability for any damage or loss resulting from the use, in whole or in part, of the information contained herein.
This advertising communication contains information and numerical data that Ofi Invest Asset Management considers to be well-founded or accurate as of the date of preparation. For those elements derived from public information sources, their accuracy cannot be guaranteed.
The analyses presented are based on assumptions and expectations of Ofi Invest Asset Management at the time of drafting this communication and may not be fully or partially realised in the markets. They do not constitute a commitment to performance and are subject to change.
The value of investments in financial markets may rise or fall and may vary due to exchange rate fluctuations. Depending on economic conditions and market risks, no guarantee is given that the products or services presented will achieve their investment objectives. Past performance is not indicative of future results.
The Key Information Document (KID) and the prospectus are made available to subscribers prior to subscription and provided at the time of subscription; these documents, together with the latest available financial statements, are available to the public upon request from Ofi Invest Asset Management.
The sub-fund presented in this advertising communication may not be registered in all jurisdictions. The sub-fund may be subject to restrictions with respect to certain persons or in certain countries pursuant to applicable national regulations. Ofi Invest AM may decide to terminate the arrangements for marketing the sub-fund in accordance with Directive 2009/65/EC and Regulation (EU) 2019/1156 of the European Parliament and of the Council. Information on investors’ rights and collective redress mechanisms at national and EU levels in the event of a dispute is respectively available here: https://www.ofi-invest-am.com/pdf/ofi-invest-am_investors-rights.pdf and here: https://www.ofi-invest-am.com/en/informations-reglementaires.
FA26/0743/10022027