GROUPAMA EVOLUTION EQUILIBRE FR0007024708
| Performances | Perf. annualisées | Volatilités | |
|---|---|---|---|
| 1 sem. | -0.9 | - | - |
| 4 sem. | -0.7 | - | - |
| 52 sem. | +12 | +12.1 | +9.6 |
| 1 mois | -0.3 | - | - |
| 3 mois | -1.8 | - | - |
| 6 mois | +1.2 | - | - |
| 1 an | +10.7 | +10.7 | +9.6 |
| 3 ans | +15.6 | +4.9 | +10.6 |
| 5 ans | +18.7 | +3.5 | +12.2 |
| 10 ans | +48.2 | +4 | +10.9 |
| Max | +63.1 | +4.6 | +10.8 |
| Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +6.9 | +5.9 | +0.5 | +1.4 | +0.6 | -0.6 | +1.9 | +1 | -2.2 | -1.5 | - | - | - |
| 2022 | -13.8 | -3.3 | -3.1 | -0.8 | -2.4 | -0.4 | -6 | +4.5 | -4.3 | -5 | +4.4 | +5 | -2.5 |
| 2021 | +16.2 | +0.5 | +1.3 | +3.8 | +2.2 | +1.5 | +1.3 | +1.4 | +2.1 | -2.1 | +2.3 | -1.7 | +2.7 |
| 2020 | +5.3 | -0.2 | -4.6 | -9.9 | +4.5 | +4.2 | +3.7 | +0.2 | +2.6 | -1.2 | -3 | +8.9 | +1.4 |
| 2019 | +16.3 | +4 | +2.3 | +1.1 | +3.9 | -2.8 | +3.5 | -0.4 | -0.8 | +2 | +0.7 | +1.3 | +0.7 |
| 2018 | -10.5 | +2.2 | -2.9 | -1.2 | +2.5 | -0.9 | -0.4 | +1.4 | -1.8 | -0.7 | -4.6 | -0.9 | -3.6 |
| 2017 | +6.7 | -0.9 | +1.2 | +3.2 | +1.8 | +1.3 | -1.6 | +0.4 | -0.3 | +3.1 | +1.3 | -2 | -0.9 |
| 2016 | +3.7 | -3.3 | -1.4 | +1.1 | +0.3 | +2 | -3.1 | +2.7 | +0.9 | -0.1 | +0.6 | -0.3 | +4.5 |
| 2015 | +7.6 | +4.4 | +4.5 | +1.8 | -1.1 | +0.2 | -2.6 | +3.3 | -4 | -2.3 | +5.3 | +1.6 | -3.3 |
| 2014 | +2.7 | -0.9 | +3.3 | +0.3 | -0.3 | +1.9 | -0.5 | -2.2 | +1.1 | +0.7 | -2.1 | +2.8 | -1.1 |
| 2013 | +11.9 | +1.5 | -0.2 | +0.3 | +1.9 | +1 | -3.3 | +4.2 | -0.9 | +3 | +2.7 | +1 | +0.3 |
| 2012 | - | - | - | - | - | - | - | - | - | - | - | - | +1.4 |
| Investissement Total | Gain/Perte | (Gain/Perte)/Inv | |
|---|---|---|---|
| 1 an | 1200 | +25.5 | +2.1 |
| 3 ans | 3600 | +63.2 | +1.8 |
| 5 ans | 6000 | +542.1 | +9 |
| Pour un investissement programmé de 100€ par mois | |||
| Collecte / Effet marché | ||||||
|---|---|---|---|---|---|---|
| Actif au 21/09/2023 | 08/2023 | T2/2023 | S1/2023 | 2022 | YTD | |
| Fonds | 21.3 M€ | -0.1 / -0.5 | -0.2 / +0.4 | -0.9 / +2 | -0.9 / -3.5 | -1.1 / +1.5 |
Détails
| Structure juridique | - | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 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 | GROUPAMA ASSET MANAGEMENT | |
|---|---|---|
| Dépositaire | - | |
| CAC | - | |
| Valorisateur | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
| Isin | Catégorie de part | VL | 9/23 | 2023 | 1 an | 3 ans | 5 ans | ||
|---|---|---|---|---|---|---|---|---|---|
| FR0007024708 | GROUPAMA EVOLUTION EQUILIBRE | 400.80 € | -1.5 | +6.9 | +10.7 | +15.6 | +18.7 |
VL 9/23 2023 1 an 3 ans 5 ans 400.80 € -1.5 +6.9 +10.7 +15.6 +18.7
