Performances Annuelles: 10 dernières années |
|
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | Fonds | -7.62% | +11.5% | +4.55% | +13.04% | +7.84% | +11.71% | +6.55% | -7.11% | +28.34% | +5.8% | +27.15% | - | Catégorie | -7.83% | 12.28% | 17.55% | 15.18% | 8.83% | 6.62% | 8.25% | -7.74% | 26.09% | 4.68% | 25.85% | Classement  | 48 | 70 | 96 | 70 | 63 | 9 | 69 | 47 | 39 | 49 | 48 |
|
Performances Historiques Glissantes au 20-05-2022 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
-11.86% |
-2.23% |
-7.34% |
-5.5% |
-11.86% |
+2.46% |
+33.44% |
+46.43% |
+174.43% |
Catégorie |
-11.9%
|
-2.23
|
-7.37%
|
-5.14%
|
-11.91%
|
2.34%
|
30.28%
|
44.15%
|
-
|
|
Performances Annualisées Glissantes au 20-05-2022 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
+14.07% |
+10.09% |
+8% |
+7.93% |
+6.36% |
+9.05% |
Catégorie |
13.88%% |
9.22%% |
7.81%% |
7.59%% |
6.04%% |
9.91%% |
|
Autres fonds de la catégorie: Actions International Gdes Cap. Mixte |
|
|
|
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|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
06-07-2004 |
Devise
|
EUR |
Structure Juridique
|
FCP
|
Catégorie AMF
|
Non Classifié
|
Catégorie Morningstar
|
Actions International Gdes Cap. Mixte
|
Zone d'investissement |
Global |
Benchmark |
MSCI ACWI NR EUR 100%
|
Actifs nets de la part
|
1207 M EUR au 31-03-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
Société Générale |
Commisaire aux comptes |
KPMG (France) |
Boîte de style Morningstar
Ecart-type 3 ans |
15.17%
|
Ratio de Sharpe 3 ans |
0.93 |
Performance moyenne 3 ans |
33.44% |
|