AREAS PRUDENCE  FR0010619908

ReturnsAnnu. ReturnsVolatilities
1 week0--
4 weeks+0.7--
52 weeks+4.8+4.9+2.5
1 mon.+0.7--
3 mon.+0.4--
6 mon.+3.3--
1 yr+4.9+4.9+2.4
3 yrs-0.10+3.6
5 yrs+2+0.4+5
10 yrs+7.6+0.7+5.2
Max+12.2+1.1+5.2
YearJanFebMarAprMaiJunJulAugSepOctNovDec
2024+0.2+0.2-0.4+0.5---------
2023+7.1+2.8-0.2+0.4+0.3-0.2+0.2+0.8--0.6-0.2+1.9+1.8
2022-7.8-0.4-1.7-0.9-1.2+0.2-3+2.2-2.4-2.7+1.6+2-1.7
2021+3.1-0.3+1.1+1.5-+0.6-0.2-+0.4-0.3+0.2-1+1
2020-1.6-0.8-1.8-5.2+1.4+0.8+1.4-0.4+0.9-0.6-1+3.8+0.1
2019+4+1.4+0.7-0.2+1.2-1.9+1.2+0.2-0.5+0.9+0.2+0.5+0.2
2018-4.5+0.9-0.5-0.6+0.9-2-0.1+0.9-1.3+0.3-1.7-0.1-1.3
2017+3.5-0.1+0.4+1.4+0.3+0.6+0.3+0.7-0.6+0.9+0.5-0.4-0.4
2016-1.3-3.8-1.7+2+0.8-0.2-3.4+2.5+0.6-0.6+0.9-0.2+2
2015+3.7+1.6+3.2+1-0.1+0.1-1.4+1.5-2.1-1.9+2.4+0.6-1.2
2014-+1.5+2.2+0.8+0.2+0.3-0.6-0.5+0.5+0.5-1.1+1.7-0.6
Net inflows / Market effect
Asset Under Management on 20/03/202402/2024T4/2023S2/20232023YTD
Fund54 M€-0.5 / -0.2-1.5 / +1.9-4 / +2-9.9 / +4-1.1 / +0.1

Details

SRI
1234567
CurrencyEUR
Holding perdiod3 years
SFDR6
NAV FrequencyWeekly
Investor: Types
  • Retail
Investor: Knowledges
  • Basic
  • Informed
  • Advanced
  • Expert
Investor: Objectives
  • Preservation
  • Growth
  • Hedging
  • Leveraged
  • Pension
  • Short term

Fees

Entry Fees2%
Exit Fees2%
Management fees1.38%
Transaction Costs0.108%
Perf. Fees-

Actors

Management companyRothschild & Co Asset Management Europe
LEI of the management company-

Other Shares/Classes