Monthly reports from the financial consultant
Every month, the Patrimonia Foundation uploads the asset management report published by PPC Metrics (the Foundation’s financial consultant) and based on the report of the global custodian UBS.Below you will find the latest extracts from the management reports for download (.pdf format).
2024
Rapport du global custody – February 2024 (PDF)
Rapport du global custody – January 2024 (PDF)
2023
Rapport du global custody – December 2023 (PDF)
Rapport du global custody – november 2023 (PDF)
Rapport du global custody – october 2023 (PDF)
Rapport du global custody – September 2023 (PDF)
Rapport du global custody – August 2023 (PDF)
Rapport du global custody – July 2023 (PDF)
Rapport du global custody – June 2023 (PDF)
Rapport du global custody – May 2023 (PDF)
Rapport du global custody – April 2023 (PDF)
Rapport du global custody – March 2023 (PDF)
Rapport du global custody – February 2023 (PDF)
Rapport du global custody – January 2023 (PDF)
2022
Rapport du global custody – December 2022 (PDF)
Rapport du global custody – November 2022 (PDF)
Rapport du global custody – October 2022 (PDF)
Rapport du global custody – September 2022 (PDF)
Rapport du global custody – August 2022 (PDF)
Rapport du global custody – July 2022 (PDF)
Rapport du global custody – June 2022 (PDF)
Rapport du global custody – May 2022 (PDF)
Rapport du global custody – April 2022 (PDF)
Rapport du global custody – March 2022 (PDF)
Rapport du global custody – February 2022 (PDF)
Rapport du global custody – January 2022 (PDF)
2021
Global custody reporting – December 2021 (PDF)
Global custody reporting – November 2021 (PDF)
Global custody reporting – October 2021 (PDF)
Global custody reporting – September 2021 (PDF)
Global custody reporting – August 2021 (PDF)
Global custody reporting – July 2021 (PDF)
Global custody reporting – June 2021 (PDF)
Global custody reporting – May 2021 (PDF)
Global custody reporting – April 2021 (PDF)
Global custody reporting – March 2021 (PDF)
Global custody reporting – February 2021 (PDF)
Global custody reporting – January 2021 (PDF)
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2020
Global custody reporting – December 2020 (PDF)
Global custody reporting – November 2020 (PDF)
Global custody reporting – October 2020 (PDF)
Global custody reporting – September 2020 (PDF)
Global custody reporting – August 2020 (PDF)
Global custody reporting – July 2020 (PDF)
Global custody reporting – June 2020 (PDF)
Global custody reporting – May 2020 (PDF)
Global custody reporting – April 2020 (PDF)
Global custody reporting – March 2020 (PDF)
Global custody reporting – February 2020 (PDF)
Global custody reporting – January 2020 (PDF)
2019
Global custody reporting – December 2019 (PDF)
Global custody reporting – November 2019 (PDF)
Global custody reporting – October 2019 (PDF)
Global custody reporting – September 2019 (PDF)
Global custody reporting – August 2019 (PDF)
Rapport du global custody – Juillet 2019 (PDF)
Rapport du global custody – Juin 2019 (PDF)
Rapport du global custody – Mai 2019 (PDF)
Rapport du global custody – Avril 2019 (PDF)
Rapport du global custody – Mars 2019 (PDF)
Rapport du global custody – Février 2019 (PDF)
Rapport du global custody – Janvier 2019 (PDF)
2018
Rapport du global custody – Décembre 2018 (PDF)
Rapport du global custody – Novembre 2018 (PDF)
Rapport du global custody – Octobre 2018 (PDF)
Rapport du global custody – Septembre 2018 (PDF)
Rapport du global custody – Août 2018 (PDF)
Rapport du global custody – Juillet 2018 (PDF)
Rapport du global custody – Juin 2018 (PDF)
Rapport du global custody – Mai 2018 (PDF)
Rapport du global custody – Avril 2018 (PDF)
Rapport du global custody – Mars 2018 (PDF)