The “Trophées du Revenu 2023” ceremony was held on 25 May, recognising the best funds in France. Once again, LBP AM and Tocqueville Finance won two awards.
In partnership with Morningstar, Le Revenu reviewed 11,000 funds distributed in France, including 9,000 marketed directly to individual investors via a securities account, a PEA shareholder savings plan, a multi-fund insurance contract or a PER retirement savings account. Based on this methodology, the top-performing funds were ranked for their performances over a three-year horizon. Once again, the quality of LBP AM and Tocqueville Finance strategies shined through:
This is yet another recognition of the know-how of LBP AM and Tocqueville Finance. These prizes reinforce the investment themes that the management teams have developed, using a long-term convictiobased and SRI approach.