In November 2018, the METROPOLE Euro SRI subfund obtained the French SRI Label.
METROPOLE Gestion reinforced its commitment towards a sustainable development and climate change by becoming signatory to the Montreal Pledge and to the Carbon Disclosure Project in May 2018.
METROPOLE Gestion modified the structure of the METROPOLE Avenir Europe sub-fund on 30 April 2018: the P share class became the D share class, resulting in the following modifications:
- removal of the performance fee,
- conversion into a distribution share class,
- reduction in management costs, from 2.00% to 1.50%.
Following this conversion, the ISIN code remains unchanged. This operation does not involve any change in the investment strategy or in the risk profile of the sub-fund.
METROPOLE Gestion carried out the following operations:
On 29 March 2018, the METROPOLE Value SRI sub-fund absorbed the METROPOLE Euro sub-fund, becoming the METROPOLE Euro SRI sub-fund, further reinforcing our SRI positioning.
The METROPOLE Sélection sub-fund absorbed the METROPOLE Sélection Europe USD Hedged sub-fund, which thereby became a new share class within the METROPOLE Sélection sub-fund.
These operations were carried out with the aim of pursuing the rationalisation of our range of funds and responding more effectively to the needs of our clients.
On March 31st 2017, METROPOLE Gestion restructured its range of open-end funds, hence benefiting from the momentum of the measures taken by the FROG* working group in order to enhance the competitiveness of the Paris marketplace. In that respect, seven new sub-funds were created within the SICAV METROPOLE Funds. These new sub-funds absorbed the seven existing FCPs. Two of these new sub-funds (METROPOLE Sélection and METROPOLE Euro) also absorbed their feeder funds, which were converted into new equity categories. These changes had no effect on the investment strategy or risk profile of the funds involved in these mergers. Also, in agreement with the Financial Markets Authority (AMF), funds ISIN codes have remained unchanged. For more information regarding the sub-funds of the SICAV METROPOLE Funds, please click on the following link:
*FROG : French Routes and Opportunities’ Garden, joint working group of the AMF and AFG (French Financial Management Association).
Creation of a new I share class category on 4 July 2016.
The existing share class, now called A, is rounded to the nearest one hundred-thousandth of a share.
METROPOLE Gestion co-founders François-Marie WOJCIK and Isabel LEVY are among the 33 financial experts profiled in The Great Minds of Investing by Dr. Hendrik LEBER.
Researched and written over five years, this 140‑page work combines interviews and photographs of the people who have helped to perfect the reputation of conviction-based portfolio management throughout the world.
2 gold medals 2015
Excellent Fund Management Equities Europe
(Sauren Fondsmanager - Rating, Germany)
For the 5th year in a row, METROPOLE Gestion's European equity management is awarded two gold medals by German consultant Sauren.
On September 8th 2015, METROPOLE Gestion will participate in the 6th edition of the Paris Morning Star Investment Conference on the theme “The New Stakes for Managers Selection” ( to be held at the “Académie Diplomatique Internationale”)
On this occasion, Ingrid Trawinski, Deputy Managing Director, Co-Chief Investment Officer and partner, will join the round table on European Stocks (that will take place from 14:15 to 15:15).
METROPOLE Value SRI has received the Novethic SRI label for the fourth year.
The Novethic SRI Label is awarded to Socially Responsible Investment (SRI) funds that demonstrate a systematic integration of Environment, Social and Governance (ESG) considerations in fund management.
The Novethic SRI Label provides investors with a guarantee of transparency and of the traceability of their investments. It is based on four criteria:
- Environment, Social and Governance (ESG) assessment of at least 90% of the portfolio
- a transparent SRI selection process
- regular information on the SRI qualities of investments
- full publication of the portfolio’s composition
Further information on www.novethic.com.