Ofi Invest Precious Metals
Make your portfolio glitter!
Precious metals – gold, silver, platinum and palladium – are now used in many industrial applications in the automotive, electronics, chemicals and jewellery and other sectors. Their applications include low-carbon-emission technologies. What’s more, against a backdrop of economic uncertainties and geopolitical tensions, “safe haven” assets such as gold are highly sought after to counter volatility on the financial markets. We therefore see precious metals as a source of investment opportunities.
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.
GOLD
Jewellery,
investments,
technologies, etc.
investments,
technologies, etc.
PLATINUM
Automobiles,
“green” hydrogen,
jewellery, eyewear, etc.
“green” hydrogen,
jewellery, eyewear, etc.
SILVER
Industry,
Electronics,
jewellery, etc.
Electronics,
jewellery, etc.
PALLADIUM
Automobile,
Electronics,
chemicals, 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
A diversifying portfolio
with a balanced fixed allocation
PORTFOLIO EXPOSURE TO PRECIOUS METALS
In order to maintain 100% exposure to precious metals, the sub-fund is exposed to 125% of the performance of the index.
Source: Ofi Invest Asset Management
* Secured Overnight Financing Rate: a benchmark rate established as an alternative to LIBOR, the London Interbank Offered Rate. LIBOR has been published in a number of currencies and underlies financial contracts worldwide.
* Secured Overnight Financing Rate: a benchmark rate established as an alternative to LIBOR, the London Interbank Offered Rate. LIBOR has been published in a number of currencies and underlies financial contracts worldwide.
Ofi Invest Precious Metals: a fund only loosely correlated to trends in other asset classes
HOW GOLD HAS TRADED DURING BEARISH US EQUITY MARKETS (BASED ON THE S&P 500)
Sources: Bloomberg, Ofi Invest Asset Management, end of December 2022 - Past performances are not a reliable indicator of future performances.
Why choose Ofi Invest Precious Metals?
To diversify your portfolio into precious metals
- Simplified access to the precious metals sector
- No investment in sector equities or bonds
- An investment eligible for life insurance contracts
The subfund is exposed to commodity prices through commodity index swaps. 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 recognised for more than 20 years on the metals and commodities markets
- A more than 10-year management track record
The management team is subject to change over time.
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.
DID YOU KNOW?
SILVER, A HIGHLY CHARGED METAL
SILVER, A HIGHLY CHARGED METAL
Manufacturing alone accounts for a total of 49% of total silver demand(1), 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(2).
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.
(1) Source: World Gold Council, 2021 (2) Source: GMt. LMC Automotive Metal Focus, 2021
Refer to the fund’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 marketing document has been produced by Ofi Invest Asset Management, a portfolio management company (APE Code: 6630Z) governed by French law and certified by the French Financial Markets Authority (AMF) under n° GP 92-12 – FR 51384940342. It is a société anonyme [joint-stock company] supervised by a board of directors with authorised capital of 71,957,490 euros; its registered office is located at 22, rue Vernier 75017 Paris, France; and it is entered into the Paris Registry of Trade and Companies under number 384 940 342. Before investing in any of the funds presented in this marketing document, all investors are strongly urged to review their personal situation and the benefits and risks of investing in order to determine the amount that is reasonable to invest, but without basing themselves exclusively on the information provided in this marketing document. It is possible that the funds presented herein are not registered in all jurisdictions. The funds may be subject to restrictions regarding certain persons or in certain countries by virtue of national regulations applicable to such persons, or in such countries. This marketing document offers no assurance that the products or services presented herein will be suited to investors’ situation or objectives and constitutes neither a recommendation, nor advice, nor an offer to buy the financial products mentioned. Ofi Invest Asset Management refuses to accept any liability for any damages or losses resulting from the use of any or all of the information contained herein. This marketing document contains informational items and figures that Ofi Invest Asset Management regards as well-founded or accurate on the day on which they were researched. No guarantee is offered regarding information or figures from public sources. The analyses presented herein are based on the assumptions and expectations of Ofi Invest Asset Management at the time this document was written. It is possible that some or all of these assumptions and expectations may not be borne out in market performances. They do not constitute a commitment to performance and are subject to change. The value of an investment on the markets may fluctuate upwards or downwards and may vary with shifts in exchange rates. As they are subject to the economic situation and to market risks, no guarantee is offered that the products or services presented herein will achieve their investment objectives. Past performances are not a reliable indicator of future performances. The Key Investor Information Document (KIID) and the prospectus are offered to fund subscribers prior to, and upon, subscription; said documents, along with the latest financial statements, are publicly available on request from Ofi Invest Asset Management.