G PATRIMOINE FR0010611301
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +0.2 | - | - |
4 sem. | +4.7 | - | - |
52 sem. | +0.2 | +0.2 | +7.6 |
1 mois | +5.4 | - | - |
3 mois | +0.3 | - | - |
6 mois | +0.9 | - | - |
1 an | +0.7 | +0.7 | +7.6 |
3 ans | -9.4 | -3.2 | +11 |
5 ans | +8.1 | +1.6 | +13 |
10 ans | +45.9 | +3.9 | +12.3 |
Max | +64.2 | +4.6 | +11.8 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | +0.9 | +3.6 | -0.7 | -1.6 | -1.5 | +0.3 | +0.8 | +2.8 | -2.5 | -1.5 | -3.3 | +4.7 | - |
2022 | -16.1 | -9.1 | -2 | -0.1 | -2.2 | -1.4 | -2.8 | +2.4 | -0.6 | -4.8 | +1.9 | +2.6 | -0.6 |
2021 | +4.8 | +1.8 | -1.3 | -0.3 | +1.7 | -2.1 | +5.6 | -2.5 | +2.7 | -3 | +4.3 | -0.2 | -1.6 |
2020 | +8.7 | +1.8 | -4.4 | -14.5 | +11.2 | +3.5 | +1.1 | +1.6 | +4.9 | -1 | -1.2 | +5.8 | +1.7 |
2019 | +18.6 | +5.1 | +2.3 | +1.7 | +1.9 | -1.6 | +1.4 | +3.4 | -1.2 | +0.6 | +0.6 | +2.6 | +0.6 |
2018 | -6.6 | +2.3 | -0.4 | -3 | +2 | +3 | -1.8 | +0.6 | +1.6 | -1 | -4.5 | +0.5 | -5.6 |
2017 | +11 | +1.5 | +2.8 | +1.9 | +1.9 | +1.6 | -2.1 | 0 | -1.1 | +2.1 | +2.6 | -0.8 | +0.1 |
2016 | +3.3 | -9.7 | -0.2 | +2.3 | +0.7 | +2.3 | -2.6 | +5.8 | +0.5 | +0.1 | -0.3 | +3 | +2.2 |
2015 | +7.8 | +5.7 | +4.4 | +3.4 | -1.9 | +2.4 | -3.6 | +1.4 | -6.7 | -5.6 | +8.9 | +3.3 | -2.9 |
2014 | +10.5 | 0 | +3.4 | -0.8 | -0.5 | +2.3 | +0.2 | -0.3 | +1.5 | +0.8 | -0.9 | +4.1 | +0.4 |
2013 | +11.9 | +1.3 | +1.9 | +2.9 | +0.6 | +1.4 | -2.9 | +2.3 | -0.8 | +1.9 | +1.6 | +1.1 | +0.2 |
2012 | - | - | - | - | - | - | - | - | - | - | - | - | +0.7 |
Investissement Total | Gain/Perte | (Gain/Perte)/Inv | |
---|---|---|---|
1 an | 1100 | +1.2 | +0.1 |
3 ans | 3500 | -190 | -5.4 |
5 ans | 5900 | -169.3 | -2.9 |
Pour un investissement programmé de 100€ par mois |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 29/11/2023 | 10/2023 | T3/2023 | S1/2023 | 2022 | YTD | |
Fonds | 14.9 M€ | 0 / -0.5 | -0.1 / -0.2 | -0.3 / +0.1 | +2.6 / -2.6 | -0.5 / +0.1 |
Détails
Structure juridique | - | ||||||||
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Fonds coordonné (UCITS) ? | - | ||||||||
Fonds Nourricier ? | - | ||||||||
Fonds à Formule | - | ||||||||
Classification AMF | - | ||||||||
Devise | - | ||||||||
Investisseurs | - | ||||||||
Min. souscription initiale | - | ||||||||
Min. souscription ultérieure | - | ||||||||
Indice de référence | - | ||||||||
Durée de placement | - | ||||||||
Fréquence de VL | - | ||||||||
Affectation du résultat | - | ||||||||
Eligible au PEA | - | ||||||||
Eligible au PEA-PME | - | ||||||||
Eligible Assurance Vie | - | ||||||||
ISR | - | ||||||||
SRRI |
|
Frais
Frais d'entrée max | - | |
---|---|---|
Frais de sortie max | - | |
Frais courants | - |
Acteurs
Société de gestion | ERASMUS GESTION | |
---|---|---|
Dépositaire | - | |
CAC | - | |
Valorisateur | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 11/23 | 2023 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0010611301 | G PATRIMOINE | 170.43 € | +4.7 | +0.9 | +0.7 | -9.4 | +8.1 |
VL 11/23 2023 1 an 3 ans 5 ans 170.43 € +4.7 +0.9 +0.7 -9.4 +8.1