HORIZON TRES LONG TERME FR0007037445
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +1.8 | - | - |
4 sem. | +3.2 | - | - |
52 sem. | +17.9 | +18 | +12.6 |
1 mois | +4.5 | - | - |
3 mois | +6 | - | - |
6 mois | +15.5 | - | - |
1 an | +17.1 | +17.1 | +12.6 |
3 ans | +10.3 | +3.3 | +14.4 |
5 ans | +26.3 | +4.8 | +17.8 |
10 ans | +62.7 | +5 | +15.4 |
Max | +65.8 | +5 | +15.3 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +5.7 | +0.9 | +0.5 | +4.1 | - | - | - | - | - | - | - | - | - |
2023 | +13.9 | +6.6 | -0.6 | -1.5 | +1.5 | -2.6 | +3.2 | +2.7 | -2.3 | -4.2 | -3.3 | +9.1 | +5.4 |
2022 | -21.1 | -5.5 | -3.6 | +1.7 | -4.7 | -1.5 | -9.7 | +9 | -5.5 | -8.8 | +6.5 | +4.3 | -3.8 |
2021 | +19.8 | -1.4 | +1.6 | +4.2 | +3.3 | +2.3 | +1.2 | +2.7 | +2.7 | -4.8 | +4.7 | -1.7 | +3.9 |
2020 | +1 | -1.2 | -7.7 | -16 | +7.2 | +4.1 | +3.7 | +1.7 | +4.2 | -2.5 | -4.1 | +12.6 | +2.1 |
2019 | +24.5 | +7 | +3.2 | +2.1 | +3.1 | -4.8 | +3.5 | +0.8 | -0.9 | +2.4 | +0.8 | +3.3 | +2 |
2018 | -12.8 | +2.7 | -3.7 | -1.6 | +3.2 | +0.2 | -0.2 | +2.3 | -0.1 | -0.8 | -7.3 | -0.1 | -7.4 |
2017 | +13.4 | -0.6 | +2.6 | +2.4 | +2 | +1.8 | -1.4 | +1 | -0.2 | +2.6 | +2 | -0.3 | +0.8 |
2016 | +2 | -6 | -1.9 | +4 | +0.3 | +1.9 | -3.6 | +4.4 | +0.7 | -0.5 | -1.4 | -0.1 | +4.7 |
2015 | +7.4 | +4.4 | +6.1 | +1.1 | - | +0.7 | -3.8 | +3.5 | -6.1 | -3.5 | +7.3 | +1.5 | -3.1 |
2014 | - | -2.2 | +4.9 | -0.6 | +1.1 | +2.2 | +0.3 | -2 | +2.2 | -1.7 | -0.8 | +3 | -0.7 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 21/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 137.9 M€ | -0.4 / +0.7 | -0.8 / +13.6 | -2.1 / +8.6 | -7.8 / +16.8 | -3.8 / +7.4 |
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 | 5% |
---|---|
Droits de sortie | 0% |
Frais de gestion | 2.03% |
Coûts de transaction | 0.02365% |
Frais de surperformance | - |
Acteurs
Société de gestion | AXA INVESTMENT MANAGERS PARIS S.A. |
---|---|
LEI Société de gestion | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 3/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0007037445 | HORIZON TRES LONG TERME | 179.80 € | +4.1 | +5.7 | +17.1 | +10.3 | +26.3 |
VL 3/24 2024 1 an 3 ans 5 ans 179.80 € +4.1 +5.7 +17.1 +10.3 +26.3