Go to Top

Synthèse Performances

Reporting     Retour aux Allocations

SYNTHESE DES PERFORMANCES *

PERFORMANCES Déc.201720162015Depuis
Lancement
Performance
annualisées
Date de
lancement
Frais

ALLOCATIONS ACTIONS

FUTUR2.4%12.4%4.2%22.4%84.5%14.81 %sept 130.62%
SMIDS CAPS0.9%16.6%6.5%21.3%75.3%13.49 %sept 130.56%
EMERGENTS2.7%22.2%5.4%6.7%51.6%9.83 %sept 130.69%
PEA International0.6%14.9%8.1%5.9%47.2%12.97 %dec 140.42%
VALUE2.6%13%11.3%0.35%35.7%7.12 %sept 130.52%
POLITICAL TRENDS2%16.6%--16.6%-dec 160.47%

ALLOCATIONS FLEXIBLES

WINNER-LOSER2.4%8.1%22.4%19.4%172.2%12.51 %sept 090.48%
CONTRARIAN2.2%6%21%4.8%42.9%8.38 %sept 130.51%
MOMENTUM0.8%10.6%5.3%6.6%60%11.18 %sept 130.65%

ALLOCATIONS PRUDENTES

GUERRE PROTECTION1%-4.8%13.3%7.3%38.2%7.57 %sept 130.34%
INFLATION PROTECTION0.8%-6.4%5.1%6.3%16%3.4 %sept 130.32%
PRUDENT0.3%-2.2%5.7%-3.4%1.56 %dec 150.32%

ALLOCATIONS SANS ACTIONS

VOLATILITE9.8%68.3%9.1%1.2%606.7%31.07 %dec 101.35%
TAUX0%-3.7%7.8%5.3%21%4.39 %sept 130.34%

ALLOCATIONS GENERALISTES - GESTION PRIVEE

PRUDENT0.3%-2.2%5.7%-0.32%
EQUILIBRE1.7%7.5%9.3%8.3%0.5%
DYNAMIQUE2.3%13.4%10%9.3%0.59%
OFFENSIF2.9%19.3%10.7%10.3%0.67%

Reporting     Retour aux Allocations

* Précisions sur les portefeuilles