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:
-23.49%
Gain -0.02%
Monthly
-1.43%
Yearly
-15.89%
Drawdown
32.88%
$199.46M
Equity
Holdings
$199.46M
Investment
$253.81M
-$77.02M
Profit -$49,356.99
Realized
-$22.66M
Unrealized
-$54.36M
Dividends
$14.96M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$49,356.99
Win %
60%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$49,356.99
Win %
60%
This Month
Compared to last month
Gain
0.58%
Profit
$1.15M
Win %
60%
This Year
Compared to last year
Gain
-1.45%
Profit
-$2.93M
Win %
71%
Events
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Dividends
Dividend Analysis
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| Trades 18 | Longs Won 10/18 55% | Profit Factor 0.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $16.4M |
| Average Win $2.87M | Best Trade (Sep 29) $7.28M | Sharpe Ratio -9 |
| Average Loss -$13.21M | Worst Trade (Jul 19) -$51.27M | Z-Score 0.3 (23.65%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy -$4.28M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 15 | 14 | 12 | 11 | 9 | 8 | 6 | 5 | 3 | 2 |
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Returns
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