AVANTAGE IMMOBILIER COTE R FR0007034525
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | -0.2 | - | - |
4 sem. | +0.4 | - | - |
52 sem. | +11.1 | +11.1 | +22.5 |
1 mois | +0.1 | - | - |
3 mois | -7.7 | - | - |
6 mois | +5.3 | - | - |
1 an | +6.9 | +6.9 | +22.5 |
3 ans | -23.7 | -8.6 | +21.2 |
5 ans | -28.5 | -6.5 | +22.1 |
10 ans | +15.5 | +1.4 | +18.4 |
Max | +19.5 | +1.7 | +18.2 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -8.1 | -3.1 | -8.2 | +3.3 | - | - | - | - | - | - | - | - | - |
2023 | +15 | +9.6 | -0.6 | -12.2 | +4.3 | -6.9 | +0.7 | +7.7 | -0.4 | -4.3 | -3.4 | +13.4 | +9.5 |
2022 | -33.8 | -0.1 | -2.1 | -0.6 | -4.2 | -3.6 | -15.7 | +9.9 | -9.1 | -16.2 | +3.2 | +2.4 | -1.3 |
2021 | +7.6 | -1.9 | -2.1 | +2 | +4.8 | +4.9 | +0.6 | +4.1 | +1.6 | -8.3 | +3.3 | -3 | +2.2 |
2020 | -12.3 | +2.3 | -6.5 | -20.4 | +3.4 | +2 | +1.6 | -0.1 | +2.3 | -3.2 | -5.5 | +11.5 | +3.1 |
2019 | +21.3 | +9.7 | -2.1 | +4.8 | -1.3 | +1.2 | -3.4 | +1.4 | +1.8 | +2.8 | +3.2 | +0.8 | +1.2 |
2018 | -7.5 | - | -5.3 | +3 | +3.7 | +0.5 | +1.1 | +1 | +2 | -3.3 | -3.7 | -0.3 | -5.9 |
2017 | +16.9 | -2.8 | +3.1 | +0.8 | +2.6 | +5 | -0.9 | -0.1 | +2.4 | +0.5 | +0.6 | +1.9 | +3 |
2016 | -2.4 | -4.7 | -2.8 | +6.8 | -1.1 | +3 | -2.4 | +6.3 | -0.1 | -1.7 | -5.3 | -4 | +4.8 |
2015 | +17.9 | +12.9 | +5.3 | +0.7 | -2.7 | -1.7 | -4.9 | +6.6 | -2.7 | +0.5 | +7.3 | -0.9 | -2.3 |
2014 | - | -0.1 | +6.8 | -1.6 | +3.4 | +4.4 | +2.7 | -1.4 | +2.2 | -3.2 | +0.7 | +3.4 | +1.8 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 20/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 2.7 M€ | 0 / -0.2 | -0.1 / +0.5 | -0.1 / +0.6 | -0.3 / +0.4 | -0.1 / -0.2 |
FR0007034525 | 1.7 M€ | 0 / -0.2 | -0.1 / +0.3 | -0.1 / +0.4 | -0.3 / +0.3 | 0 / -0.2 |
FR0012498020 | 1 M€ | 0 / -0.1 | 0 / +0.2 | 0 / +0.2 | -0.1 / +0.1 | -0.1 / -0.1 |
Détails
SRI |
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Devise | EUR | |||||||
Durée de placement | 5 ans | |||||||
Article SFDR | - | |||||||
Fréquence de VL | Quotidienne | |||||||
Investisseur: Type |
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Investisseur: Connaissances |
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Investisseur: Objectives |
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Frais
Droits d'entrée | 0% |
---|---|
Droits de sortie | 0% |
Frais de gestion | 1.8499999999999999% |
Coûts de transaction | 0% |
Frais de surperformance | - |
Acteurs
Société de gestion | DOM FINANCE |
---|---|
LEI Société de gestion | 969500C6ZSJZPRJLXS05 |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 3/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0007034525 | AVANTAGE IMMOBILIER COTE R | 1 783.09 € | +3.3 | -8.1 | +6.9 | -23.7 | -28.5 | ||
FR0012498020 | AVANTAGE IMMOBILIER COTE RX | 108.87 € | +3.3 | -8.3 | +6.1 | -26.4 | -33.1 |
VL 3/24 2024 1 an 3 ans 5 ans 1 783.09 € +3.3 -8.1 +6.9 -23.7 -28.5 108.87 € +3.3 -8.3 +6.1 -26.4 -33.1