Performances Annuelles: 10 dernières années |
|
| 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | Fonds | -9.81% | +13.24% | +8.44% | +0.62% | +9.1% | +5.24% | +10.51% | -11.67% | +30.71% | -0.75% | +22.21% | - | Catégorie | -10.32% | 11.32% | 12.23% | 4.26% | 7.76% | 2.49% | 8.6% | -11.11% | 17.86% | 1.07% | 16.68% | Classement  | 82 | 21 | 48 | 89 | 32 | 19 | 21 | 62 | 3 | 59 | 15 |
|
Performances Historiques Glissantes au 12-05-2022 |
|
|
Début d'année |
1 semaine |
1 mois |
3 mois |
6 mois |
1 an |
3 ans |
5 ans |
Max |
Fonds |
-11.06% |
-2.52% |
-6.53% |
-7.72% |
-9.95% |
-0.74% |
+20.43% |
+22.92% |
+154.6% |
Catégorie |
-11.06%
|
-2.52
|
-4.59%
|
-7.57%
|
-10.85%
|
-2.61%
|
10.87%
|
10.25%
|
-
|
|
Performances Annualisées Glissantes au 12-05-2022 |
|
|
2 ans |
3 ans |
4 ans |
5 ans |
7 ans |
10 ans |
Fonds |
+12.3% |
+6.39% |
+5.03% |
+4.21% |
+4.89% |
+6.49% |
Catégorie |
7.92%% |
3.5%% |
1.89%% |
1.97%% |
2.15%% |
5.77%% |
|
Autres fonds de la catégorie: Allocation EUR Agressive |
|
|
|
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|
Notation Morningstar |
 |
PEA
|
NON
|
PEA PME
|
NON
|
Date de création
|
11-12-2002 |
Devise
|
EUR |
Structure Juridique
|
SICAV
|
Catégorie AMF
|
Fonds étrangers
|
Catégorie Morningstar
|
Allocation EUR Agressive
|
Zone d'investissement |
Global |
Benchmark |
No benchmark 100%
|
Actifs nets de la part
|
65 M EUR au 31-03-2022
|
Fréquence des VL
|
Quotidienne
|
Dépositaire et conservateur |
Banque de Luxembourg |
Commisaire aux comptes |
PricewaterhouseCoopers (Luxembourg) |
Boîte de style Morningstar
Ecart-type 3 ans |
14.41%
|
Ratio de Sharpe 3 ans |
0.61 |
Performance moyenne 3 ans |
20.43% |
|