Stratégie du fonds géré par LA BANQUE POSTALE ASSET MANAGEMENT |
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L'objectif de gestion du FCP est d'offrir un portefeuille principalement composé de valeurs européennes représentant les plus petites capitalisations. L'action du gérant vise à bénéficier, sur la période de placement recommandée (au minimum 5 ans), de la dynamique de ces valeurs.
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Performances du fonds : Actys 3 |
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Performances Historiques Glissantes au 17-05-2022 |
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Début d'année |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
Max |
Fonds |
-4.28% |
-2.33% |
-0.85% |
-2.65% |
+8.25% |
+50.25% |
+117.29% |
Catégorie |
-13.64%
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-5.26%
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-7.54%
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-15.15%
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-3.27%
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31.4%
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-
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Exposition par type d'actif au 31-03-2022 |
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Long |
Court |
Nets |
Actions
| 85.46% |
0% |
85.46% | Liquidités
| 12.59% |
0.02% |
12.57% | Obligations
| 2.03% |
0% |
2.03% | Autres
| 0.75% |
0.81% |
0.06% | Convertibles
| 0% |
0% |
0% | |
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Autres fonds de la catégorie: Actions Zone Euro Petites Cap. |
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Boîte de style Morningstar
Ecart-type 3 ans |
19.26%
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Ratio de Sharpe 3 ans |
0.89 |
Performance moyenne 3 ans |
50.25% |
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