GSD PATRIMOINE FR0007460951

ReturnsAnnu. ReturnsVolatilities
1 week-0.6--
4 weeks-0.2--
52 weeks+2.2+2.2+1.4
1 mon.-0.1--
3 mon.-0.7--
6 mon.+0.5--
1 yr+2.4+2.4+1.5
3 yrs+5.6+1.8+4.7
5 yrs+8.4+1.6+3.9
10 yrs-86.3-18+28.7
Max-87.4-17.2+27.5
YearJanFebMarAprMaiJunJulAugSepOctNovDec
2021+1.9+0.30+0.7+0.3-0.1+0.4+0.6+0.4-0.3-0.3-0.2-
2020-0.6+0.3-0.8-8.3+3+0.8+0.9-0.1+0.3+0.3-0.2+3.2+0.4
2019+6.1+1.8+0.8+0.3+1.3-1+1.1+0.60+0.4+0.3+0.2+0.3
2018-6+0.6-0.6-0.6+0.3-1.3-0.9+0.8-0.4+0.6-1.5-1.9-1.2
2017+5.9+0.2+1.3+0.5+0.4+1.2+0.3+0.5+0.1+0.3+1-0.10
2016+5.3-2.4-1.2+2.2+1.3+0.1-0.6+1.8+1.5-0.2+1.7-0.2+1.3
2015-0.2+2.4+1.7+0.30-0.2-1.10-1.9-1.5+1.2+0.8-1.8
2014+4.5+0.2+1.3+0.2+0.6+0.8+0.4+0.2+0.6-0.5-0.6+1.5-0.1
2013+4.2+0.9-0.6+0.1+0.8+0.3-2.2+1.6+0.1+0.9+1.7+0.2+0.2
2012-89+4.5+3-5-1.7-2.1+1.7+1.1+2.7+1.5+1.4-89.9+1.2
2011-+2+1.4+0.6+1.1+1-0.80-3.9-8.1+4.5-5.8+2.3
Dollar cost averaging (DCA)
Total investmentProfit/Loss(Profit/Loss)/Inv
1 yr1200+8.2+0.7
3 yr3600+115.4+3.2
5 yr6000+192.7+3.2
Dollar cost averaging (DCA) - 100€ each month
Net inflows / Market effect
Asset Under Management on 26/11/202110/2021T3/2021S1/20212020YTD
Fund22.8 M€-0.2 / -0.1+0.7 / +0.2-0.3 / +0.4-4.1 / -0.2-0.2 / +0.4

Details

Legal Form-
Is UCITS ?-
Is Feeder ?-
Has Formula ?-
AMF Classification-
Currency-
Investors-
Initial Min. subscription-
Subsequent Min. subscription-
BenchmarkEuro MTS 5-7 years
Recommended Investment Period3 ans
NAV FrequencyHebdomadaire
Distribution policy-
French PEA ?-
French PEA-PME ?-
Life InsuranceYes
RSI ?-
SRRI
1234567

Fees

Max Entry Fees-
Max Exit Fees-
Ongoing Charges-

Actors

Management CompanyGSD GESTION
Custodian/DepositoryCM CIC Securities
AuditorPWC
Administration/AccountingCM-CIC Asset Management

Other Shares/Classes