Performances Annuelles: 10 dernières années |
|
| 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | Fonds | +14.1% | +13.32% | +5.56% | +6.56% | +3.23% | +16.4% | -7.9% | +29.15% | +8.02% | +29.74% | -27% | +7.54% | Catégorie | 13.09% | 17.93% | 16.7% | 11.74% | 3.92% | 12.53% | -5.8% | 31.6% | 17.1% | 22.14% | -22.48% | 5.83% | Classement  | 49 | 68 | 77 | 60 | 65 | 11 | 29 | 21 | 45 | 18 | 80 | - |
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Performances Historiques Glissantes au 27-01-2023 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
+7.54% |
+1.88% |
+7.78% |
+2.63% |
-8.86% |
-12.18% |
+6.69% |
+26.35% |
+63.19% |
Catégorie |
5.83%
|
1.88
|
5.87%
|
3.08%
|
-5.11%
|
-7.19%
|
15.73%
|
44.58%
|
-
|
|
Performances Annualisées Glissantes au 27-01-2023 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
-1.59% |
+2.18% |
+6.75% |
+4.79% |
+7.94% |
+6.71% |
Catégorie |
-0.4%% |
4.99%% |
10.16%% |
7.65%% |
9.51%% |
10.23%% |
|
Autres fonds de la catégorie: Actions International Gdes Cap. Croissance |
|
|
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|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
27-12-1996 |
Devise
|
EUR |
Structure Juridique
|
FCP
|
Catégorie AMF
|
Actions internationales
|
Catégorie Morningstar
|
Actions International Gdes Cap. Croissance
|
Zone d'investissement |
Global |
Benchmark |
-Euronext 100 PR EUR 34% -S&P 500 PR EUR 66%
|
Actifs nets de la part
|
9 M EUR au 31-12-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
CACEIS Bank |
Commisaire aux comptes |
Cabinet Corévise |
Boîte de style Morningstar
Ecart-type 3 ans |
20.42%
|
Ratio de Sharpe 3 ans |
0.16 |
Performance moyenne 3 ans |
6.69% |
|