Our Investment Portfolios
Access the plan that best suits you. We adapt our methodology to design and manage portfolios tailored to each of the different plans OLLEUX offers, aiming to provide the highest possible returns adjusted to your risk level for long-term investments.
Investment Plan Portfolios
| Category | Financial Instrument | Conservative | Cautious | Balanced | Decisive | Daring | Aggressive |
|---|---|---|---|---|---|---|---|
| Fixed Income | Monetary | 99.00% | 75.00% | 60.00% | 46.50% | 31.50% | 0.00% |
| Government Bonds | Vanguard Euro Gov Bond Index Inst Plus | 0.00% | 12.40% | 9.92% | 7.68% | 5.21% | 2.97% |
| Corporate Bonds | Vanguard Euro IG Bond Index Inst Plus | 0.00% | 7.56% | 6.04% | 4.68% | 3.17% | 1.81% |
| Equity | Vanguard European Index Inst Plus | 0.00% | 5.76% | 9.35% | 12.60% | 16.20% | 24.93% |
| Cash | Liquidity | 1.00% | 1.00% | 1.00% | 1.00% | 1.00% | 1.00% |
Pension Plan Portfolios
| Category | Financial Instrument | Conservative | Cautious | Balanced | Decisive | Daring |
|---|---|---|---|---|---|---|
| Fixed Income | Government Bonds | 72.50% | 57.50% | 44.00% | 29.00% | 15.50% |
| Equity | Lyxor Core STOXX Europe 600 ETF | 5.15% | 8.76% | 12.00% | 15.60% | 18.84% |
| Real Assets | iShares Global REIT ETF | 1.02% | 1.73% | 2.38% | 3.09% | 3.73% |
| Cash | Liquidity | 1.00% | 1.00% | 1.00% | 1.00% | 1.00% |
Savings/Children's Plan Portfolios
| Category | Financial Instrument | Conservative | Cautious | Balanced | Decisive | Daring |
|---|---|---|---|---|---|---|
| Fixed Income | Vanguard Eurozone Gov Bond ETF | 72.50% | 57.50% | 44.00% | 29.00% | 15.50% |
| Equity | Vanguard FTSE Developed Europe ETF | 5.15% | 8.76% | 12.00% | 15.60% | 18.84% |
| Real Assets | Invesco Physical Gold ETC | 5.00% | 5.00% | 5.00% | 5.00% | 5.00% |
| Cash | Liquidity | 1.00% | 1.00% | 1.00% | 1.00% | 1.00% |
Our portfolios are designed to help you achieve the highest returns while considering your risk tolerance and long-term investment goals. Contact us for more information.