Trevolia Epargne Placement
Guide des supports
Tableau récapitulatif des frais
DOCUMENT D’INFORMATIONS CLÉS
DIC TREVOLIA PLACEMENT
DOCUMENT D’INFORMATIONS SPÉCIFIQUES
DIS FONDS EURO
DIS Option CONFORT - Allocation (100 % UC)
DIS Option EQUILIBRE - Allocation (100 % UC)
DIS Option VITALITE - Allocation (100 % UC)
DIS Option MODEREE - Allocation 100 % UC PROMEPAR
DIS Option DIVERSIFIEE ISR - Allocation 100 % UC PROMEPAR
DIS Option OFFENSIVE - Allocation 100 % UC PROMEPAR
DOCUMENT D’INFORMATIONS CLÉS POUR LES INVESTISSEURS
FONDS MONETAIRES
OSTRUM SRI MONEY – Part RE (FR0013298965)
FONDS OBLIGATIONS
CLARTAN PATRIMOINE – C (LU1100077442)
DNCA INVEST – ALPHA BONDS – A – EUR (LU1694789535)
OCTYS (FR0007064134)
PICTET EUR BONDS – P (LU0128490280)
PROMEPAR OBLI OPPORTUNITES – PART C (FR0010897199)
TIKEHAU FUND – TIKEHAU SHORT DURATION – R-Acc-EUR (LU1585265066)
FONDS MIXTES
ABERDEEN GLOBAL – DIVERSIFIED GROWTH FUND A ACC EUR (LU1402171232)
ALLIANZ STRATEGY 50 – CT EUR (LU0352312184)
AMUNDI VIE ISR – P ( C ) (FR0000973802)
AXA WF – DEFENSIVE OPTIMAL INCOME A EUR (LU0094159042)
AXA WF – GLOBAL OPTIMAL INCOME – A EUR (LU0465917044)
BNY MELLON GLOBAL RETURN FUND A(IE00B4Z6HC18)
CPR CROISSANCE DEFENSIVE P (FR0010097667)
C-QUADRAT GreenStars ESG Flexible (FR0011374081)
DORVAL CONVICTIONS – PART R (FR0010557967)
DORVAL CONVICTIONS PEA (FR0010229187)
EUROSE – PART C – EUR (FR0007051040)
EXANE PLEIADE PERFORMANCE – Part P (FR0010402990)
EXANE PLEIADE TRESORERIE – P (FR0010560649)
GLOBAL BALANCED RISK CONTROL FUND OF FUNDS-A (LU0694238501)
GROUPAMA SELECTION ISR PRUDENCE – N (FR0010013953)
INVESCO GLOBAL INCOME FUND – A EUR (LU1097688714)
INVESCO GLOBAL TARGET RETURNS FUND – A EUR (LU1004132566)
JPM GLOBAL MACRO OPPORTUNITIES D (ACC) EUR (LU0115098948)
M&G (LUX) DYNAMIC ALLOCATION FUND – A (LU1582988058)
METZLER WERTSICHERUNGSFONDS 90 – F (IE00BVYPMN44)
MULTI ASSET MODERATE (EUR) R – CAP (LU0367327417)
NORDEA 1 – STABLE RETURN FUND BP-EUR (LU0227384020)
PROMEPAR ABSOLUTE RETURN – Part C (FR0010786350)
PROMEPAR PATRIMOINE (FR0010912915)
FONDS ACTIONS
AMPLEGEST PRICING POWER (FR0010375600)
BNP PARIBAS AQUA – Part “Classic” (FR0010668145)
CENTIFOLIA (FR0007076930)
COMGEST GROWTH JAPAN EUR R (IE00BD1DJ122)
DIGITAL FUNDS STARS EUROPE EX-UK ACC (LU0259626645)
DORVAL MANAGEURS – Part R ( C ) (FR0010158048)
DORVAL MANAGEURS EUROPE – Part C (FR0011038785)
ECHIQUIER AGRESSOR (FR0010321802)
FTGF CLEARBRIDGE US LARGE CAP GROWTH FUND (IE00B19Z9612)
GEMEQUITY R (FR0011268705)
INVESCO JAPANESE EQUITY ADVANTAGE FUND Z (LU0955863252)
JGF-JUPITER EUROPEAN GROWTH L (LU0260085492)
ODDO BHF AVENIR (FR0000989899)
ODDO BHF AVENIR EUROPE (FR0000974149)
ODDO BHF US MID CAP (FR0000988669)
PALATINE PLANETE – PART R (FR0010649079)
PROMEPAR PME OPPORTUNITES – Part O (FR0012300739)
SEEYOND GLOBAL SUSTAINABLE MINVOL – R/A (LU0935231216)
TOCQUEVILLE DIVIDENDE ISR (FR0010546929)
TOCQUEVILLE FRANCE ISR (FR0010546960)
US SMALL & MID-CAP EQUITY (LU0248178732)
FONDS IMMOBILIERS
EPARGNE FONCIERE (SCPI00000449)
IMMO EVOLUTIF (SCPI00000519)
PRIMONIAL CAPIMMO (FR0014004GX5)
PRIMOVIE (SCPI00003829)
PRIIPS SEP
Trevolia Epargne Placement
Trevolia Epargne Placement
Guide des supports
Tableau récapitulatif des frais
DOCUMENT D’INFORMATIONS CLÉS
DIC TREVOLIA PLACEMENT
DOCUMENT D’INFORMATIONS SPÉCIFIQUES
DIS FONDS EURO
DIS Option CONFORT - Allocation (100 % UC)
DIS Option EQUILIBRE - Allocation (100 % UC)
DIS Option VITALITE - Allocation (100 % UC)
DIS Option MODEREE - Allocation 100 % UC PROMEPAR
DIS Option DIVERSIFIEE ISR - Allocation 100 % UC PROMEPAR
DIS Option OFFENSIVE - Allocation 100 % UC PROMEPAR
DOCUMENT D’INFORMATIONS CLÉS POUR LES INVESTISSEURS
FONDS MONETAIRES
OSTRUM SRI MONEY – Part RE (FR0013298965)
FONDS OBLIGATIONS
CLARTAN PATRIMOINE – C (LU1100077442)
DNCA INVEST – ALPHA BONDS – A – EUR (LU1694789535)
OCTYS (FR0007064134)
PICTET EUR BONDS – P (LU0128490280)
PROMEPAR OBLI OPPORTUNITES – PART C (FR0010897199)
TIKEHAU FUND – TIKEHAU SHORT DURATION – R-Acc-EUR (LU1585265066)
FONDS MIXTES
ABERDEEN GLOBAL – DIVERSIFIED GROWTH FUND A ACC EUR (LU1402171232)
ALLIANZ STRATEGY 50 – CT EUR (LU0352312184)
AMUNDI VIE ISR – P ( C ) (FR0000973802)
AXA WF – DEFENSIVE OPTIMAL INCOME A EUR (LU0094159042)
AXA WF – GLOBAL OPTIMAL INCOME – A EUR (LU0465917044)
BNY MELLON GLOBAL RETURN FUND A(IE00B4Z6HC18)
CPR CROISSANCE DEFENSIVE P (FR0010097667)
C-QUADRAT GreenStars ESG Flexible (FR0011374081)
DORVAL CONVICTIONS – PART R (FR0010557967)
DORVAL CONVICTIONS PEA (FR0010229187)
EUROSE – PART C – EUR (FR0007051040)
EXANE PLEIADE PERFORMANCE – Part P (FR0010402990)
EXANE PLEIADE TRESORERIE – P (FR0010560649)
GLOBAL BALANCED RISK CONTROL FUND OF FUNDS-A (LU0694238501)
GROUPAMA SELECTION ISR PRUDENCE – N (FR0010013953)
INVESCO GLOBAL INCOME FUND – A EUR (LU1097688714)
INVESCO GLOBAL TARGET RETURNS FUND – A EUR (LU1004132566)
JPM GLOBAL MACRO OPPORTUNITIES D (ACC) EUR (LU0115098948)
M&G (LUX) DYNAMIC ALLOCATION FUND – A (LU1582988058)
METZLER WERTSICHERUNGSFONDS 90 – F (IE00BVYPMN44)
MULTI ASSET MODERATE (EUR) R – CAP (LU0367327417)
NORDEA 1 – STABLE RETURN FUND BP-EUR (LU0227384020)
PROMEPAR ABSOLUTE RETURN – Part C (FR0010786350)
PROMEPAR PATRIMOINE (FR0010912915)
FONDS ACTIONS
AMPLEGEST PRICING POWER (FR0010375600)
BNP PARIBAS AQUA – Part “Classic” (FR0010668145)
CENTIFOLIA (FR0007076930)
COMGEST GROWTH JAPAN EUR R (IE00BD1DJ122)
DIGITAL FUNDS STARS EUROPE EX-UK ACC (LU0259626645)
DORVAL MANAGEURS – Part R ( C ) (FR0010158048)
DORVAL MANAGEURS EUROPE – Part C (FR0011038785)
ECHIQUIER AGRESSOR (FR0010321802)
FTGF CLEARBRIDGE US LARGE CAP GROWTH FUND (IE00B19Z9612)
GEMEQUITY R (FR0011268705)
INVESCO JAPANESE EQUITY ADVANTAGE FUND Z (LU0955863252)
JGF-JUPITER EUROPEAN GROWTH L (LU0260085492)
ODDO BHF AVENIR (FR0000989899)
ODDO BHF AVENIR EUROPE (FR0000974149)
ODDO BHF US MID CAP (FR0000988669)
PALATINE PLANETE – PART R (FR0010649079)
PROMEPAR PME OPPORTUNITES – Part O (FR0012300739)
SEEYOND GLOBAL SUSTAINABLE MINVOL – R/A (LU0935231216)
TOCQUEVILLE DIVIDENDE ISR (FR0010546929)
TOCQUEVILLE FRANCE ISR (FR0010546960)
US SMALL & MID-CAP EQUITY (LU0248178732)
FONDS IMMOBILIERS
EPARGNE FONCIERE (SCPI00000449)
IMMO EVOLUTIF (SCPI00000519)
PRIMONIAL CAPIMMO (FR0014004GX5)
PRIMOVIE (SCPI00003829)
PREPAR,
DES SOLUTIONS
D'AVENIR