INDEPENDANT PATRIMOINE (C) FR0010077917
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | -0.3 | - | - |
4 sem. | +1.9 | - | - |
52 sem. | -8.6 | -8.7 | +9.9 |
1 mois | +1.9 | - | - |
3 mois | +2.6 | - | - |
6 mois | +0.4 | - | - |
1 an | -8.3 | -8.3 | +9.9 |
3 ans | -19.8 | -7.1 | +8.7 |
5 ans | -15.3 | -3.3 | +8.5 |
10 ans | -11 | -1.2 | +7.2 |
Max | -9.9 | -1 | +7.1 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +2.1 | -0.5 | +1.6 | +1 | - | - | - | - | - | - | - | - | - |
2023 | -12.3 | +3.5 | -1 | -4.1 | -4.3 | -3.1 | +1.8 | +2 | -2.3 | -6.2 | -5.6 | +3.9 | +3.3 |
2022 | -11.8 | -4.2 | +1 | +1.2 | +2.2 | -1.5 | -3.5 | +3.5 | -0.4 | -4.7 | -0.9 | -3 | -1.9 |
2021 | +0.7 | +1.8 | -2.2 | -1.3 | +1.8 | +0.6 | -0.4 | -0.2 | +0.2 | -1.9 | +0.4 | +1.9 | -0.1 |
2020 | +3.7 | +0.9 | -1.2 | -8.8 | +2.3 | +1.7 | +1.5 | +3.3 | +0.5 | -1.2 | -0.2 | +1.8 | +3.6 |
2019 | +4.4 | +1 | +0.5 | +0.1 | - | -0.8 | +1.7 | +0.4 | - | -1 | -0.6 | +1.5 | +1.6 |
2018 | -9.4 | +1 | -0.9 | -1.3 | +1 | +0.1 | -1.4 | +0.3 | -0.8 | +0.4 | -3.6 | -0.5 | -4 |
2017 | +4.8 | +0.5 | +1.1 | +0.4 | +0.5 | +0.7 | -0.5 | +0.3 | -0.2 | +1.1 | +1 | -0.5 | +0.3 |
2016 | +2.8 | -2.4 | -0.5 | +1.3 | +0.3 | +1.5 | -2.2 | +2.2 | +1 | +0.1 | -0.3 | +0.3 | +1.7 |
2015 | +4.8 | +2.4 | +3.1 | +1.1 | -0.1 | +0.4 | -2.3 | +1.1 | -2.6 | -1.3 | +2.5 | +1.5 | -0.8 |
2014 | - | -0.3 | +1.5 | -0.2 | -0.1 | +0.9 | -0.4 | -0.6 | +0.3 | -0.2 | -1.5 | +2.2 | +0.1 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 20/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 2.5 M€ | -0.1 / 0 | -3.7 / -0.1 | -4.1 / -0.6 | -5.4 / -1.2 | -0.2 / +0.1 |
FR0010077917 | 2.5 M€ | -0.1 / 0 | -3.7 / -0.1 | -4.1 / -0.6 | -5.4 / -1.2 | -0.2 / +0.1 |
FR0013518404 | 0 M€ | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 |
Détails
SRI |
| |||||||
---|---|---|---|---|---|---|---|---|
Devise | - | |||||||
Durée de placement | 3 ans | |||||||
Article SFDR | - | |||||||
Fréquence de VL | - | |||||||
Investisseur: Type | - | |||||||
Investisseur: Connaissances | - | |||||||
Investisseur: Objectives | - |
Frais
Droits d'entrée | - |
---|---|
Droits de sortie | - |
Frais de gestion | - |
Coûts de transaction | - |
Frais de surperformance | - |
Acteurs
Société de gestion | AMILTON ASSET MANAGEMENT |
---|---|
LEI Société de gestion | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 12/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0010077917 | INDEPENDANT PATRIMOINE (C) | 15.48 € | - | +2.1 | -8.3 | -19.8 | -15.3 |
VL 12/24 2024 1 an 3 ans 5 ans 15.48 € - +2.1 -8.3 -19.8 -15.3