GDA
Groupe des Assurances du Credit Mutuel Portfolio
Invests via Groupe des Assurances du Credit Mutuel | Managed by Loic Guyot
Invests via Groupe des Assurances du Credit Mutuel
Managed by Loic Guyot
Automatically Tracked
Company Profile
Cooperative insurance group active in France with diversified life, property & casualty, and supplemental health offerings, Groupe des Assurances du Credit Mutuel supports bancassurance distribution through Crédit Mutuel’s retail network. The group focuses on retail and small-business premiums, asset management of policyholder reserves, and risk pooling within a mutual structure. Investment relevance stems from stable premium flows, conservative underwriting, and long-duration liabilities that drive fixed-income and real-asset allocations; capital position and regulatory solvency metrics are key indicators for creditors and markets.
Cooperative insurance group active in France with diversified life, property & casualty, and supplemental health offerings, Groupe des Assurances du Credit Mutuel supports bancassurance distribution through Crédit Mutuel’s retail network. The group focuses on retail and small-business premiums, asset management of policyholder reserves, and risk pooling within a mutual structure. Investment relevance stems from stable premium flows, conservative underwriting, and long-duration liabilities that drive fixed-income and real-asset allocations; capital position and regulatory solvency metrics are key indicators for creditors and markets.
Investment Philosophy & Strategy
Anchored in a mutual, bancassurance model, the group adopts a liability-driven, capital-preserving investment philosophy that prioritizes duration matching for long-term life and annuity obligations. Portfolio construction emphasizes high-quality fixed income, diversified real assets and selective defensive equities to enhance yield while protecting solvency and liquidity metrics. Active asset-liability management and conservative credit underwriting guide allocation tempo, with tactical tilts into inflation hedges and infrastructure to offset long-duration risks. Risk controls center on regulatory capital optimization, stress testing, reinsurance usage and close alignment with retail distribution cashflow profiles.
Anchored in a mutual, bancassurance model, the group adopts a liability-driven, capital-preserving investment philosophy that prioritizes duration matching for long-term life and annuity obligations. Portfolio construction emphasizes high-quality fixed income, diversified real assets and selective defensive equities to enhance yield while protecting solvency and liquidity metrics. Active asset-liability management and conservative credit underwriting guide allocation tempo, with tactical tilts into inflation hedges and infrastructure to offset long-duration risks. Risk controls center on regulatory capital optimization, stress testing, reinsurance usage and close alignment with retail distribution cashflow profiles.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-25.61%
Gain -3.97%
Monthly
-1.72%
Yearly
-18.78%
Drawdown
35.65%
$212.16M
Equity
Holdings
$212.16M
Investment
$253.81M
-$64.31M
Profit -$6.65M
Realized
-$22.66M
Unrealized
-$41.65M
Dividends
$14.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-3.97%
Profit
-$6.65M
Win %
40%
This Week
Compared To Last Week
Gain
-3.87%
Profit
-$8.55M
Win %
40%
This Month
Compared to last month
Gain
-3.87%
Profit
-$8.55M
Win %
40%
This Year
Compared to last year
Gain
-30.58%
Profit
-$89.85M
Win %
57%
Events
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Dividends
Dividend Analysis
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| Trades 18 | Longs Won 9/18 50% | Profit Factor 0.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.9M |
| Average Win $3.01M | Best Trade (Sep 29) $7.28M | Sharpe Ratio -22.56 |
| Average Loss -$10.16M | Worst Trade (Sep 29) -$45.38M | Z-Score -1.7 (92.26%) |
| Commissions $0 | Avg. Trade Length 7m 1w 2d | Expectancy -$3.57M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 21 | 19 | 17 | 15 | 13 | 10 | 8 | 6 | 4 | 2 |
Hover over the desired column for a detailed explanation.
Returns
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