Silver Autonomie

Silver Autonomie

Fund description

  • Fund name: Silver Autonomie
  • Jurisdiction: France
  • Regulatory framework: FCP
  • Liquidity: Dialy
  • Manager: Mathieu Philippe & Jacques-Antoine Philippe
  • Custodian: CM-CIC Market Solutions
  • Share-class: R
  • Minimum Investment: 1,000 EUR
  • Annual management fee: 2.00%
  • Start date: 08/20/2021
  • Currency: EUR (FR00140052N5)
  • Share-class: I
  • Minimum Investment: 100,000 EUR
  • Annual management fee: 1.20%
  • Start date: 02/25/2015
  • Currency: EUR (FR0012403855)

Objective of the fund

Launched with the support of French institutional investors in February 2015, Silver Autonomie was created to invest in listed companies whose activity benefits the home support of the elderly and dependent persons.

Investment Strategy

The Investment strategy focuses on four main pillars:

  • 1. Preventing, diagnosing and treating age-related diseases.
  • 2. Adapting home environment to reduce dependency.
  • 3. Staying independent with prostheses and surgery.
  • 4. Promoting well-being through consumption.

The investment is made through companies with attractive business models, competent, transparent and honest management teams, reasonable valuations, growth opportunities and ESG-responsible behaviour.