Reporting Retour aux Allocations
SYNTHESE DES PERFORMANCES *
| PERFORMANCES | Mars | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | Depuis Lancement | Performanceannualisées | Date de début calcul perf | Frais | Date de lancement |
ALLOCATIONS ACTIONS |
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| FUTUR | -11.23% | -10.71% | 27.59% | -15.6% | 12.4% | 4.2% | 22.41% | 22.57% | 69% | 8.28 % | sept.-13 | 0.61% | 2013-09-01 00:00:00 |
| SMIDS CAPS | -24.67% | -33.58% | 27.48% | -14.1% | 16.6% | 6.5% | 21.32% | 9.1% | 19.5% | 2.74 % | sept.-13 | 0.62% | 2013-09-01 00:00:00 |
| EMERGENTS | -22.78% | -31.00% | 21.19% | -13.7% | 22.2% | 5.4% | 6.67% | 7.31% | 6.4% | 0.94 % | sept.-13 | 0.59% | 2013-09-01 00:00:00 |
| PEA International | -18.86% | -28.32% | 17.66% | -9.4% | 14.9% | 8.1% | 5.93% | 11.9% | -5.1% | -0.98 % | déc.-14 | 0.42% | 2013-09-01 00:00:00 |
| VALUE | -23.29% | -33.55% | 27.32% | -21.9% | 13% | 11.3% | 0.34% | 1.07% | -15.7% | -2.56 % | sept.-13 | 0.38% | 2013-09-01 00:00:00 |
| POLITICAL TRENDS | -24.45% | -30.15% | 25.71% | -16.8% | 16.6% | 1.2 % | - | - | -26.9% | -8.85 % | déc.-16 | 0.63% | 2016-12-01 00:00:00 |
ALLOCATIONS FLEXIBLES |
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| WINNER-LOSER | -15.95% | -28.24% | 32.35% | -25.2% | 8.1% | 22.4% | 19.42% | 5.55% | 46.1% | 3.62 % | sept.-10 | 0.22% | 2009-09-01 00:00:00 |
| CONTRARIAN | -31.48% | -40.77% | 23.32% | -17.5% | 6% | 21% | 4.79% | 5.49% | -14.6% | -2.36 % | sept.-13 | 0.67% | 2013-09-01 00:00:00 |
| MOMENTUM | -11.90% | -17.46% | 23.39% | -17.7% | 10.6% | 5.3% | 6.62% | 21.66% | 26.6% | 3.64 % | sept.-13 | 0.16% | 2013-09-01 00:00:00 |
ALLOCATIONS PRUDENTES |
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| GUERRE-PROTECTION | -13.40% | -19.69% | 15.88% | -3.5% | -4.8% | 13.3% | 7.32% | 15.29% | 19.9% | 2.79 % | sept.-13 | 0.43% | 2013-09-01 00:00:00 |
| INFLATION-PROTECTION | -10.23% | -15.70% | 10.51% | -8.6% | -6.4% | 5.1% | 6.31% | 9.54% | -2.5% | -0.38 % | sept.-13 | 0.36% | 2013-09-01 00:00:00 |
| PROTECT-R | -1.54% | -1.12% | 14.42% | 2.25% | -0.42% | 6.84% | 0.26% | 9.94% | 205.2% | 8.02 % | déc.-05 | 0.30% | 2018-12-01 00:00:00 |
ALLOCATIONS SANS ACTIONS |
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| VOLATILITE | -0.11% | -1.98% | 08.82% | -4.0% | 68.3% | 9.1% | 1.2% | 26.78% | 515.2% | 21.15 % | déc.-10 | 0.00% | 2015-09-01 00:00:00 |
| TAUX | -8.30% | -8.53% | 07.20% | 1.6% | -3.7% | 7.8% | 5.33% | 8.33% | 18% | 2.54 % | sept.-13 | 0.37% | 2013-09-01 00:00:00 |
ALLOCATIONS DIVERSIFIEES - GESTION PRIVEE |
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| PRUDENT | -13.06% | -15.96% | 13.37% | -3.4% | -2.2% | 5.7% | 7.7% | 10.9% | 13.6% | 1.95 % | sept.-13 | 0.39% | 2013-09-01 00:00:00 |
| EQUILIBRE | -17.55% | -24.89% | 17.8% | -9.8% | 8% | 9.8% | 8.6% | 12% | 15.1% | 2.15 % | sept.-13 | 0.59% | 2013-09-01 00:00:00 |
| DYNAMIQUE | -23.69% | -32.19% | 20.9% | -13% | 13.7% | 10% | 9.4% | 12.1% | 9.4% | 1.37 % | sept.-13 | 0.72% | 2013-09-01 00:00:00 |
| OFFENSIF | -18.4% | -25.3% | 23.9% | -16.2% | 19.7% | 10.7% | 10.3% | 12.4% | 27.4% | 3.74 % | sept.-13 | 0.41% | 2013-09-01 00:00:00 |
| FLEX-QUANT | -10.03% | -8.36% | 10.08% | 1.69% | 12.83% | 13.49% | 2% | 12.81% | 51.1% | 5.77 % | déc.-12 | 0.53% | 2016-12-01 00:00:00 |
| AGEAS FLEXIBLE | -7.97% | -12.41% | 22.90% | -1.20% | -0.72% | - | - | - | 6.4% | 1.85 % | déc.-17 | 0.34% | 2017-12-01 00:00:00 |