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Reporting Retour aux Allocations
SYNTHESE DES PERFORMANCES *
PERFORMANCES | Mars | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | Depuis Lancement | y.c Backtest | Performance annualisées | Date de début calcul perf | Frais | Date de lancement |
ALLOCATIONS ACTIONS |
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FUTUR | 1.62% | 5.73% | -1.77% | -17.61% | -2.22% | 81.29% | 28.23% | -15.57% | 11.11% | 3.75% | 22.09% | 22.36% | 196.7% | - | 10.68 % | sept.-13 | 0.56% | sept.-13 |
SMIDS CAPS | 8.61% | 2.20% | -8.36% | -13.17% | 14.83% | 28.80% | 15.32% | -14.40% | 16.43% | 5.51% | 21.19% | 8.99% | 105.5% | - | 6.95 % | sept.-13 | 0.50% | sept.-13 |
EMERGENTS | 2.14% | 3.55% | 0.37% | -14.79% | -3.40% | -2.31% | 23.91% | -14.32% | 22.20% | 5.40% | 6.75% | 7.59% | 34.9% | - | 2.83 % | sept.-13 | 0.66% | sept.-13 |
PEA INTERNATIONAL | 3.82% | 1.70% | 4.16% | -12.88% | 2.04% | -9.41% | 17.46% | -10.33% | 14.43% | 7.29% | 5.93% | 11.9% | 16.9% | - | 1.67 % | déc.-14 | 0.50% | déc.-14 |
VALUE | 4.18% | 3.00% | -1.50% | 0.22% | 6.93% | 6.84% | 39.78% | -21.89% | 13.02% | 11.34% | 0.34% | 1.07% | 72.3% | - | 5.21 % | sept.-13 | 0.52% | sept.-13 |
POLITICAL TRENDS | 5.09% | -0.29% | 1.64% | -7.65% | -3.42% | 13.25% | 27.75% | -16.80% | 22.59% | - | - | - | 33.4% | - | 3.96 % | déc.-16 | 0.53% | déc.-16 |
POST C-19 | 5.39% | 0.38% | 2.41% | -11.43% | -9.42% | 66.58% | - | - | - | - | - | - | 37.4% | - | 8.06 % | avr.-20 | 0.46% | avr.-20 |
REOPEN | 2.87% | 3.51% | 3.30% | 0.46% | 13.75% | 15.50% | - | - | - | - | - | - | 41.1% | - | 10.09 % | oct.-20 | 0.53% | oct.-20 |
HAVE GOTS | 6.80% | -0.48% | -1.95% | 3.43% | 8.67% | 47.86% | - | - | - | - | - | - | 62.2% | - | 12.78 % | mai-20 | 0.42% | mai-20 |
TOP 10 | 4.55% | 1.58% | 10.86% | -11.61% | 3.96% | 1.92% | - | - | - | - | - | - | 5.5% | - | 1.6 % | déc.-20 | 0.43% | déc.-20 |
HAUT RENDEMENT | 2.32% | 4.10% | 4.60% | -0.39% | - | - | - | - | - | - | - | - | 8.5% | - | 2.44 % | Janv. 23 | 0.44% | Janv. 23 |
BASE ACTIONS | 3.24% | 9.09% | 20.42% | -16.46% | 22.62% | 12.57% | 25.91% | -0.11% | - | - | - | - | 90.5% | - | 12.65 % | déc.-18 | 0.22% | déc.-18 |
BASE-ON | 3.37% | 8.21% | 14.77% | -8.07% | 27.59% | 4.92% | 25.51% | -7.54% | 8.98% | 10.29% | 7.04% | 10.61% | 183.5% | - | 6.17 % | fevr.-07 | 0.25% | fevr.-07 |
ALLOCATIONS FLEXIBLES |
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PROTECTION Déflation | 3.13% | -0.05% | 3.02% | -9.92% | - | - | - | - | - | - | - | - | -7.2% | - | -2.19 % | Juill-22 | 0.17% | Juill-22 |
WINNER-LOSER | 4.38% | -3.01% | 4.85% | -8.19% | 10.88% | -3.74% | 32.12% | -25.23% | 8.10% | 22.43% | 19.42% | 5.56% | 75.9% | 168.1% | 7.43 % | sept.-10 | 0.58% | sept.-13 |
CONTRARIAN | 7.93% | 3.81% | -9.64% | -0.58% | -4.10% | 0.27% | 32.93% | -17.95% | 6.04% | 20.98% | 4.79% | 5.49% | 39.8% | - | 3.18 % | sept.-13 | 0.57% | sept.-13 |
MOMENTUM | 4.60% | 4.92% | -0.69% | -5.25% | 24.13% | 8.51% | 24.07% | -21.75% | 9.62% | 5.03% | 6.53% | 18.16% | 100.9% | - | 6.73 % | sept.-13 | 0.37% | sept.-13 |
ALLOCATIONS PRUDENTES |
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PRUDENT | 5.31% | -0.31% | 0.74% | -5.20% | 8.43% | 4.63% | 15.78% | - | - | - | - | - | 25.1% | - | 4.24 % | déc.-18 | 0.35% | Déc.-18 |
PROTECT-R | 4.06% | 0.96% | -1.67% | -7.09% | 5.03% | 7.34% | 13.75% | 2.25% | -0.42% | 6.84% | 0.26% | 9.94% | 114.7% | 329.8% | 6.29 % | sept.-00 | 0.26% | déc.-05 |
0-ACTION | 2.79% | 2.09% | 0.12% | - | - | - | - | - | - | - | - | - | 2.2% | - | 0.2 % | Janv. 23 | 0.32% | Janv. 23 |
BASE-OBLIG | 0.57% | 0.47% | 1.27% | -6.50% | 6.62% | 0.00% | 4.41% | -0.36% | 5.5% | - | 1 % | déc.-18 | 0.13% | déc.-18 | ||||
ALLOCATIONS SANS ACTIONS |
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VOLATILITE | -3.40% | 2.01% | 49.05% | 1.37% | 16.78% | -4.90% | 1.41% | -7.75% | 66.95% | -1.86% | -4.58% | 21.75% | 146.7% | 873% | 18.23 % | déc.-10 | 0.00% | oct.-15 |
MATIERES 1RE | 6.1% | 5.29% | -7.07% | 29.02% | 42.94% | 11.90% | - | - | - | - | - | - | 101.9% | - | 18.71 % | avr.-20 | 0.51% | avr.-20 |
ALLOCATIONS DIVERSIFIEES - GESTION PRIVEE |
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EQUILIBRE | 5.99% | 0.18% | 1.31% | -6.92% | 4.32% | 0.23% | 18.65% | -6.94% | 4.07% | 8.04% | 7.84% | 9.88% | 59.3% | - | 4.44 % | sept.-13 | 0.36% | sept.-13 |
DYNAMIQUE | 6.62% | 1.32% | 0.26% | -6.53% | -0.07% | 15.41% | 15.59% | -7.49% | 18.19% | 8.01% | 8.73% | 8.60% | 82.4% | - | 5.77 % | sept.-13 | 0.43% | sept.-13 |
OFFENSIF | 3.9% | 2.4% | 3.8% | -7.3% | 6.1% | 21.5% | 24.7% | -17.4% | 19.2% | 9.1% | 9.6% | 11.4% | 107.7% | - | 7.24 % | déc.-13 | 0.47% | déc-13 |
FLEXQUANT DIVERSIFIE | 2.85% | 5.36% | 2.10% | -6.09% | 26.95% | -16.13% | 20.38% | -2.26% | 8.47% | 14.96% | -0.86% | 9.68% | 7.6% | 180% | 6.42 % | déc.-07 | 0.20% | oct.-21 |
AGEAS FLEXIBLE | 6.03% | 1.51% | -4.80% | -4.03% | 4.52% | 6.53% | 22.84% | -1.20% | -0.72% | - | - | - | 24.4% | - | 2.95 % | déc.-17 | 0.42% | déc.-17 |