| Stratégie du fonds géré par AESOPE GESTION DE PORTEFEUILLES |
|
Le FCP est un OPCVM qui a pour objectif de surperformer l'indice CAC 40 dividendes réinvestis sur la durée de placement recommandée.
|
| Performances du fonds : Aesope Actions Françaises |
|
|
|
| Performances Historiques Glissantes au 23-02-2021 |
|
|
Début d'année |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
Max |
| Fonds |
+4.15% |
+1.29% |
+7.7% |
+14.23% |
+3.67% |
+1.89% |
+324.42% |
| Catégorie |
8.85%
|
6.83%
|
20.12%
|
46.9%
|
2.43%
|
-15.34%
|
-
|
| Indice |
3.95%
|
2.48%
|
5.6%
|
15.49%
|
4.64%
|
0.92%
|
-
|
| |
|
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|
| Notation Morningstar |
 |
PEA
|
OUI
|
PEA PME
|
NON
|
| Date de création
|
26-01-1999 |
| Devise
|
EUR |
| Structure Juridique
|
FCP
|
|
Catégorie AMF
|
Actions de la zone Euro
|
|
Catégorie Morningstar
|
Actions France Petites & Moy. Cap.
|
|
Zone d'investissement |
France |
|
Benchmark |
Euronext Paris CAC 40 NR EUR 100%
|
|
Actifs nets de la part
|
21 M EUR au 31-01-2021
|
|
Fréquence des VL
|
Quotidienne
|
| Dépositaire et conservateur |
Crédit Industriel et Commercial |
| Commisaire aux comptes |
PricewaterhouseCoopers Audit Fr |
| Ecart-type 3 ans |
14.22%
|
| Ratio de Sharpe 3 ans |
0.04 |
| Performance moyenne 3 ans |
1.89% |
|
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