ECHIQUIER ARTY SRI C FR0010611293
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +0.5 | - | - |
4 sem. | +1 | - | - |
52 sem. | +8.6 | +8.6 | +4.2 |
1 mois | +1 | - | - |
3 mois | +0.8 | - | - |
6 mois | +6.6 | - | - |
1 an | +8.4 | +8.4 | +4.2 |
3 ans | +2.4 | +0.8 | +5.6 |
5 ans | +13.5 | +2.6 | +7.2 |
10 ans | +22.8 | +2.1 | +8.3 |
Max | +26 | +2.3 | +8.2 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +0.8 | - | -0.3 | +1.2 | - | - | - | - | - | - | - | - | - |
2023 | +9.5 | +2.9 | -0.3 | +0.4 | +0.6 | +0.2 | +0.2 | +0.8 | -0.3 | -0.9 | -0.2 | +3.1 | +2.8 |
2022 | -10.8 | -2 | -2.9 | +0.2 | -2.3 | -0.3 | -4.4 | +4.7 | -2.4 | -4.4 | +2.2 | +3.2 | -2.4 |
2021 | +5.5 | -0.2 | +0.1 | +1.9 | +1 | +0.1 | +0.9 | +0.3 | +1.1 | -1.4 | +1.1 | -1 | +1.5 |
2020 | +3.5 | - | -2.6 | -8.1 | +4.6 | +1.8 | +1.3 | +0.9 | +2 | -0.5 | -1.4 | +4.7 | +1.3 |
2019 | +9.3 | +1.8 | +1.2 | +0.8 | +1.4 | -1.9 | +2 | +0.9 | -0.2 | +0.5 | +0.6 | +1.1 | +1 |
2018 | -9.1 | +0.3 | -1.2 | -1 | +1.2 | -1.5 | -1.2 | +0.6 | -1.3 | +0.1 | -2.1 | -1.2 | -2.2 |
2017 | +5.6 | -0.2 | +1.2 | +1.2 | +1 | +1.1 | -0.6 | +0.4 | -0.3 | +1.4 | +0.6 | -0.8 | +0.3 |
2016 | +4.5 | -3 | -0.4 | +2.2 | +1 | +0.9 | -1.7 | +2.4 | +1.1 | -0.3 | +1.1 | -1.2 | +2.6 |
2015 | +2.3 | +3.8 | +2.6 | +0.2 | +0.1 | - | -2.5 | +1.7 | -3.4 | -2.9 | +4.1 | +1.1 | -2.2 |
2014 | - | -0.5 | +2.7 | +0.8 | +1 | +0.9 | -0.1 | -0.7 | +0.5 | - | -0.9 | +1.1 | -0.4 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 26/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 731.9 M€ | -8 / -2.5 | -24.8 / +40.9 | -32.3 / +38.3 | -89.5 / +68.6 | -21.8 / +6.1 |
FR0010611293 | 550.3 M€ | -3.2 / -1.9 | -21.1 / +30.7 | -34.7 / +28.6 | -93.8 / +52 | -17.1 / +4.4 |
FR0011645555 | 157.9 M€ | -3.4 / -0.5 | -5 / +8.9 | +1.2 / +8.5 | +2.8 / +14.6 | -3 / +1.5 |
FR0013084043 | 10.3 M€ | -0.7 / 0 | +1.9 / +0.5 | +2.3 / +0.5 | +2.8 / +0.8 | -0.9 / +0.1 |
FR0011039304 | 9.8 M€ | -0.7 / 0 | -0.5 / +0.6 | -0.8 / +0.5 | -0.8 / +0.9 | -0.5 / +0.1 |
FR0011667989 | 3.6 M€ | -0.1 / 0 | -0.2 / +0.2 | -0.3 / +0.2 | -0.5 / +0.3 | -0.3 / 0 |
Détails
SRI |
| |||||||
---|---|---|---|---|---|---|---|---|
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 | 3% |
---|---|
Droits de sortie | 0% |
Frais de gestion | 1.498% |
Coûts de transaction | 0.305% |
Frais de surperformance | - |
Acteurs
Société de gestion | La Financiere de l'Echiquier |
---|---|
LEI Société de gestion | 9695009FIABOZ346XE79 |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 3/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0011039304 | ECHIQUIER ARTY SRI R | 1 620.71 € | +1.2 | +0.7 | +7.8 | +0.8 | +10.7 | ||
FR0013084043 | ECHIQUIER ARTY SRI G | 1 218.98 € | +1.2 | +0.9 | +8.8 | +3.6 | +15.8 | ||
FR0010611293 | ECHIQUIER ARTY SRI C | 1 749.68 € | +1.2 | +0.8 | +8.4 | +2.4 | +13.5 | ||
FR0011645555 | ECHIQUIER ARTY SRI IC | 1 340.71 € | +1.3 | +1 | +9 | +4.2 | +16.9 | ||
FR0011667989 | ECHIQUIER ARTY SRI D | 1 078.78 € | +1.2 | +0.8 | +7.9 | -3.9 | +4.4 |
VL 3/24 2024 1 an 3 ans 5 ans 1 620.71 € +1.2 +0.7 +7.8 +0.8 +10.7 1 218.98 € +1.2 +0.9 +8.8 +3.6 +15.8 1 749.68 € +1.2 +0.8 +8.4 +2.4 +13.5 1 340.71 € +1.3 +1 +9 +4.2 +16.9 1 078.78 € +1.2 +0.8 +7.9 -3.9 +4.4