Performances Annuelles: 10 dernières années |
|
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | Fonds | -13.82% | +18.53% | +24.04% | +4.83% | +11.45% | +5.88% | +9.25% | -14.13% | +22.94% | -1.66% | +24.78% | - | Catégorie | -15.48% | 19.26% | 22.08% | 2.86% | 10.79% | 2.95% | 11.34% | -14.07% | 23.81% | -1.69% | 21.9% | Classement  | 33 | 62 | 30 | 25 | 38 | 16 | 74 | 57 | 61 | 48 | 20 |
|
Performances Historiques Glissantes au 05-07-2022 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
-20.08% |
-5.36% |
-11.45% |
-12.67% |
-21.65% |
-14.63% |
+3.94% |
+4.15% |
+29.43% |
Catégorie |
-18.56%
|
-5.36
|
-8.88%
|
-10.98%
|
-19.47%
|
-14.16%
|
1.84%
|
5.94%
|
-
|
|
Performances Annualisées Glissantes au 05-07-2022 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
+5.53% |
+1.3% |
+0.88% |
+0.82% |
+2.09% |
+7.26% |
Catégorie |
3.4%% |
0.61%% |
1.13%% |
1.16%% |
2.25%% |
6.48%% |
|
Autres fonds de la catégorie: Actions Zone Euro Grandes Cap. |
|
|
|
Copyright © 2009 Morningstar. All Rights Reserved. The information, data and opinions expressed (“Information”) and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating Report or Information contained therein.
|
|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
23-11-2007 |
Devise
|
EUR |
Structure Juridique
|
FCP
|
Catégorie AMF
|
Non Classifié
|
Catégorie Morningstar
|
Actions Zone Euro Grandes Cap.
|
Zone d'investissement |
Eurozone |
Benchmark |
EURO STOXX NR EUR 100%
|
Actifs nets de la part
|
828 M EUR au 31-05-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
Société Générale |
Commisaire aux comptes |
KPMG (France) |
Boîte de style Morningstar
Ecart-type 3 ans |
19.19%
|
Ratio de Sharpe 3 ans |
0.52 |
Performance moyenne 3 ans |
3.94% |
|