Sunny Asset Management

Embracing Paradigm Shifts

Sunny Asset Management

Embracing Paradigm Shifts

Sunny Euro Strategic

Data as of 26/09/2023

Net Asset Value (NAV)

125,07 €

Yield to Maturity*

5,81 %

Average Investment Time Horizon*

1,83 years

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*Weekly calculations
Returns not guaranteed and were reached as a result of capital risk

Sunny Euro Crédit Opportunités

Data as of 26/09/2023

Net Asset Value (NAV)

114,55 €

Yield to Maturity*

7,42 %

Average Investment Time Horizon*

2,63 years

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*Weekly calculations
Returns not guaranteed and were reached as a result of capital risk

Sunny Patrimoine 2.0

Data as of 26/09/2023

YTD Performance

-19,20 %

2022 Performance

8,29 %

2021 Performance

5,81 %

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*Weekly calculations
Returns not guaranteed and were reached as a result of capital risk

Sunny Managers

Data as of 26/09/2023

YTD Performance

-6,55 %

2022 Performance

-8,19 %

2021 Performance

27,10 %

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*Weekly calculations
Returns not guaranteed and were reached as a result of capital risk

Our funds

Funds	Net Asset Value (in Euros)	YTD Performance	2021 Performance	Annualized return	1-year Volatility
Sunny Euro Strategic (R)	125,07 €	-8,46 %	2,25 %	1,80 %	5,17 %
Sunny Euro Crédit Opportunités (R)	114,55 €	-7,70 %	4,30 %	1,73 %	2,29 %
Sunny Managers (F)	319,51 €	-8,19 %	27,10 %	9,20 %	16,08 %
Sunny Patrimoine 2.0 (R)*	91,99 €	8,29 %	5,81 %	-0,78 %	7,73 %

Past performance is not a guarantee of future performance and are not linear in time.

*As of 12/28/2018, the investment strategy, risk profile and benchmark have been modified

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SunnyAsset ManagementEmbracing paradigm shifts

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« The entrepreneurial spirit is predominant at Sunny, which allows us to better understand our client’s challenges where to tailor our products using a simple, coherent and risk managed strategies »

Christophe Tapia

« Sunny AM seeks to leverage strategies focused on assets that are not impacted by monetary policies implemented by central banks, but rather in direct relation with the underlying economy »