Performances Annuelles: 10 dernières années |
|
| 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | Fonds | +1.27% | +15.11% | -1.8% | +15.37% | -16.98% | +23.44% | +8.17% | +15.74% | -20.24% | +8.05% | Catégorie | 5.28% | 10.79% | -0.35% | 10.18% | -12.81% | 24.59% | -1.25% | 22.95% | -13.22% | 7.66% | Classement  | 87 | 17 | 70 | 6 | 88 | 55 | 7 | 94 | 93 | - |
|
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 |
+8.05% |
+0.39% |
+8% |
+11.68% |
+2.75% |
-6.71% |
+3.99% |
+8.67% |
+48.38% |
Catégorie |
7.66%
|
0.39
|
6.18%
|
12%
|
4.41%
|
-2.27%
|
15.94%
|
25.52%
|
-
|
|
Performances Annualisées Glissantes au 27-01-2023 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
-0.85% |
+1.31% |
+5.7% |
+1.68% |
+4.41% |
- |
Catégorie |
6.9%% |
5.05%% |
7.88%% |
4.65%% |
6.24%% |
6.62%% |
|
Autres fonds de la catégorie: Actions Europe Gdes Cap. Mixte |
|
|
|
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|
Notation Morningstar |
 |
PEA
|
OUI
|
PEA PME
|
NON
|
Date de création
|
22-11-2013 |
Devise
|
EUR |
Structure Juridique
|
FCP
|
Catégorie AMF
|
Actions internationales
|
Catégorie Morningstar
|
Actions Europe Gdes Cap. Mixte
|
Zone d'investissement |
Europe |
Benchmark |
STOXX Europe 600 NR EUR 100%
|
Actifs nets de la part
|
11 M EUR au 31-01-2023
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
Crédit Industriel et Commercial |
Commisaire aux comptes |
Mazars |
Boîte de style Morningstar
Ecart-type 3 ans |
20.47%
|
Ratio de Sharpe 3 ans |
0.23 |
Performance moyenne 3 ans |
3.99% |
|