Life insurance CORUM Life: the SCPI CORUM Eurion is now eligible as a unit-linked, exclusively

With the arrival in CORUM LIFE of the young European SCPI with variable capital, savers now have access via their insurance contract to the 3 SCPIs and the 4 bond funds of the CORUM L’Épargne range: the SCPIs CORUM Origin, CORUM XL and CORUM Eurion, as well as the bond funds BCO, CORUM BEHY, CORUM Butler Smart ESG (also labeled SRI) and CORUM BSD.

SCPI CORUM Euroion

Launched in 2020 and already labeled SRI (socially responsible investment), the SCPI CORUM EURION will be available from June 1, 2022 within CORUM Life, the life insurance policy created by the CORUM group two years ago. The arrival of CORUM Eurion brings to seven the number of CORUM group products accessible in the life insurance contract. The opportunity to diversify your savings a little more…

CORUM Life Smart SRI formula

From June 1, 2022, CORUM Eurion will be accessible both in free management (within the limit of 55% of the payment) and in profiled management at 50% via the CORUM Life Smart SRI formula. Labeled SRI in November 2021, the latest SCPI in the CORUM L’Épargne range offers savers an investment opportunity allowing them to reconcile potential financial performance with social and environmental commitment. After a performance of 10.40%, net of management fees, between February and December 2020, the year of its launch, the SCPI CORUM Eurion posted a 2021 return of 6.12%, net of management fees, greatly exceeding its annual* and 10-year** return objective of 4.5%, net of subscription and management fees. Remember, however, that past performance is not indicative of future performance. An initial revaluation of the share price by 2% in the summer of 2021 testifies to a dynamic and opportunistic investment policy. Raising the share price of its SCPIs to adjust it to the real value of their assets is an approach claimed and regularly implemented by CORUM. CORUM Life’s CORUM Life SMART SRI formula now 80% invested in SRI-labeled CORUM group funds.

CHANGES IN THE COMPOSITION OF THE CORUM LIFE SMART SRI FORMULA

As a result of the entry of CORUM Eurion among the eligible funds in CORUM Life, the composition of the CORUM Life SMART SRI formula is changing to include 50% CORUM Eurion and 50% bond funds (30% CORUM Butler Smart ESG, labeled fund SRI, 10% of BCO and 10% of CORUM BEHY). The integration of SCPI CORUM Eurion to the tune of 50% in CORUM Life SMART SRI now brings to 80% the savings invested in this profile earmarked towards labeled SRI funds. A score that allows the CORUM Life contract to stand out on the SRI market. And the demonstration that getting involved in the field of responsible investment is not an empty promise but a reality for the CORUM group. It thus confirms the Group’s ability to integrate SRI assets into its strategy centered on performance and transparency.

Units of account Current composition of the formula Composition on June 1 of the formula
CORUM Origin 25% 0%
CORUM XL 0% 0%
CORUM Eurion (SRI labeled fund) 0% 50%
BCO 10% 10%
CORUM BEHY 15% 10%
CORUM Butler Smart ESG (SRI labeled fund) 45% 30 %
CORUMBSD 5% 0%

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