Performances Annuelles: 10 dernières années |
|
| 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | Fonds | +8.22% | +25.94% | +6.98% | +9.07% | +14.63% | +7.67% | -9.62% | +35.27% | +20.6% | +22.21% | -22.36% | +4.96% | Catégorie | 10.66% | 22.52% | 9.36% | 9.5% | 5.01% | 11.25% | -11.72% | 30.87% | 21.99% | 22.63% | -17.59% | 5.43% | Classement  | 77 | 35 | 69 | 57 | 9 | 82 | 32 | 19 | 42 | 53 | 85 | - |
|
Performances Historiques Glissantes au 30-01-2023 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
+4.96% |
-0.66% |
+4.96% |
+0.65% |
-10.18% |
-4.74% |
+19.59% |
+46.83% |
+183.36% |
Catégorie |
5.43%
|
-0.66
|
5.43%
|
4.09%
|
-3.6%
|
-1.2%
|
27.67%
|
47.43%
|
-
|
Indice |
5.22%
|
1.21%
|
5.22%
|
-0.21%
|
-4.1%
|
-4.47%
|
27.05%
|
57.14%
|
-
|
|
Performances Annualisées Glissantes au 30-01-2023 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
-1.03% |
+6.15% |
+10.64% |
+7.98% |
+10.11% |
+10.03% |
Catégorie |
1.98%% |
8.48%% |
12.28%% |
8.07%% |
9.5%% |
9.61%% |
Indice |
9.84% |
8.31% |
11.56% |
9.46% |
10.5% |
11.52% |
|
Autres fonds de la catégorie: Actions Secteur Ecologie |
|
|
|
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|
|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
12-11-2009 |
Devise
|
EUR |
Structure Juridique
|
SICAV
|
Catégorie AMF
|
Fonds étrangers
|
Catégorie Morningstar
|
Actions Secteur Ecologie
|
Zone d'investissement |
Global |
Benchmark |
MSCI ACWI NR EUR 100%
|
Actifs nets de la part
|
1264 M EUR au 31-12-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
BNP Paribas SA |
Commisaire aux comptes |
PricewaterhouseCoopers Société coopérati |
Boîte de style Morningstar
Ecart-type 3 ans |
21.67%
|
Ratio de Sharpe 3 ans |
0.34 |
Performance moyenne 3 ans |
19.59% |
|