ARCHEA
Patrimoine Fund
A UCITS investment fund managed by MG Finance SA, diversified exposure to the Swiss, European and North American markets, with daily liquidity.
Fund price, Class B1
Fund price, Class B2
Preserving wealth.
Seizing opportunities
for growth.
ARCHEA Patrimoine offers diversified exposure to the Swiss, European and North American markets, combining stability, growth and the strategic preservation of wealth.
Three markets.
One unified strategy.
The fund invests in a select portfolio of companies across three complementary geographic regions, capturing the finest opportunities each market has to offer.
Where ARCHEA invests
Geographic and currency breakdown of the fund's equity sleeve, from the actual portfolio. Drag the globe to explore.
"Preserving wealth means choosing the right markets
and knowing how to stay in them."
ARCHEA Patrimoine · MG Finance SA · since 1996
Expertise recognised
by two regulators
Since 2013, MG Finance SA has been a licensed investment fund manager in Luxembourg, authorised by the Commission de Surveillance du Secteur Financier (CSSF) and by the Swiss Financial Market Supervisory Authority (FINMA).
Since December 2013 we have managed the ARCHEA Patrimoine UCITS sub-fund, which reflects our investment strategy.
The sub-fund is managed under delegation by MG Finance SA. The management company is Bellatrix Asset Management S.A., authorised by the CSSF in Luxembourg.
Financial Times factsheet →
ARCHEA Patrimoine
UCITS Fund
Domiciled in Luxembourg and regulated by the CSSF, ARCHEA Patrimoine benefits from the European UCITS passport, enabling seamless cross-border distribution throughout the European Union.
| ISIN | LU0090906651 |
| Type | UCITS, Investment fund |
| Domicile | Luxembourg |
| Regulator | CSSF Luxembourg |
| Agent | Banque de Luxembourg SA |
| Manager | MG Finance SA |
| Assets | Equities (CH · Europe · North America) |
| Currency | EUR |
| Maturity | Open-ended |
| Purchase / Sale | Daily |
| Management fee | 1.30% p.a. |
3 reasons
to invest
A UCITS fund managed by MG Finance SA with 30 years of experience, combining institutional rigour with agility in stock selection.
Investment documents
Key reports, monthly factsheets and regulatory documents available for direct download.