OFI INVEST ESG EQUITY CLIMATE CHANGE Part I FR0000981441
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | +0.5 | - | - |
4 sem. | +2.8 | - | - |
52 sem. | +8.9 | +8.9 | +13.8 |
1 mois | +3.7 | - | - |
3 mois | +5.1 | - | - |
6 mois | +12.3 | - | - |
1 an | +9.6 | +9.6 | +13.8 |
3 ans | +8.6 | +2.8 | +16.2 |
5 ans | +41.6 | +7.2 | +18.1 |
10 ans | +101.5 | +7.3 | +16.3 |
Max | +96.6 | +6.8 | +16.2 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +4.5 | - | +1.5 | +3 | - | - | - | - | - | - | - | - | - |
2023 | +13.1 | +8.3 | +1 | +1.6 | -0.1 | +0.1 | +2.1 | -0.1 | -3.5 | -4.6 | -4.4 | +8.5 | +4.5 |
2022 | -21.8 | -10.8 | -3 | +0.3 | -2 | -1.4 | -9.1 | +10.6 | -6.7 | -7 | +3.9 | +7.1 | -4 |
2021 | +18.5 | -0.6 | -0.5 | +5.2 | +1.8 | +2.2 | +3.3 | +1.8 | +2.8 | -5.9 | +5.1 | -1.5 | +4 |
2020 | +10.8 | -0.2 | -6 | -10.2 | +5.7 | +4.6 | +3.2 | +2.9 | +3.3 | +0.9 | -4.8 | +10.8 | +2 |
2019 | +35 | +6.3 | +6.2 | +2.3 | +4.7 | -4.9 | +5.9 | +1 | -0.5 | +2.8 | +1.8 | +3.2 | +2.2 |
2018 | -9.7 | +0.6 | -2.7 | -0.3 | +3.1 | +2.6 | +0.2 | +3 | +0.1 | -1.4 | -6.7 | -1.8 | -6.1 |
2017 | +11.7 | - | +3 | +3.9 | +3.6 | +0.9 | -3.1 | -0.7 | -1.1 | +3.5 | +2.7 | -2.4 | +1.2 |
2016 | -1.9 | -5.6 | -1.8 | +1 | +0.7 | +4.3 | -4.7 | +3.9 | -0.2 | +0.7 | -4.6 | +1.4 | +3.8 |
2015 | +13.9 | +7.4 | +7.2 | +1.6 | +0.4 | +2.1 | -4.6 | +3 | -8.3 | -2 | +8 | +4.2 | -4.5 |
2014 | - | -3.4 | +4.3 | -1.2 | +0.5 | +1.7 | -0.6 | -2.1 | +1.7 | +1.1 | +0.1 | +4.3 | - |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 21/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 145.3 M€ | -7.4 / +2.7 | -40.8 / +15.2 | -39.7 / -3 | -87.6 / +28.6 | -45.4 / +7 |
FR0000981441 | 111.8 M€ | -7 / +2.2 | -40.1 / +12.7 | -38.5 / -2.8 | -85.7 / +24.7 | -44.6 / +5.5 |
FR0011142256 | 16.9 M€ | -0.1 / +0.2 | +0.4 / +1.2 | +0.4 / 0 | +0.7 / +1.8 | 0 / +0.7 |
FR0013506631 | 4.1 M€ | 0 / +0.1 | 0 / +0.3 | -0.1 / 0 | 0 / +0.5 | -0.2 / +0.2 |
FR0010273383 | 0 M€ | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 |
FR0013414414 | 0 M€ | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 |
FR0013267150 | 12.6 M€ | -0.3 / +0.2 | -1.2 / +1 | -1.5 / -0.2 | -2.6 / +1.6 | -0.6 / +0.5 |
FR0013449220 | 0 M€ | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 | 0 / 0 |
Détails
SRI |
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Devise | EUR | |||||||
Durée de placement | - | |||||||
Article SFDR | - | |||||||
Fréquence de VL | - | |||||||
Investisseur: Type |
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Investisseur: Connaissances |
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Investisseur: Objectives |
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Frais
Droits d'entrée | - |
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Droits de sortie | - |
Frais de gestion | - |
Coûts de transaction | - |
Frais de surperformance | - |
Acteurs
Société de gestion | OFI ASSET MANAGEMENT |
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LEI Société de gestion | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 9/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0000981441 | OFI INVEST ESG EQUITY CLIMATE CHANGE Part I | 4 761.64 € | - | +4.5 | +9.6 | +8.6 | +41.6 | ||
FR0011142256 | OFI INVEST ESG EQUITY CLIMATE CHANGE V | 134.20 € | - | +4.5 | +9.6 | +8.6 | +41.8 | ||
FR0013506631 | OFI INVEST ESG EQUITY CLIMATE CHANGE KLIMAWANDEL AKTIEN | 138.03 € | - | +4.4 | +9.3 | +7.7 | - | ||
FR0013267150 | OFI INVEST ESG EQUITY CLIMATE CHANGE RC | 1 479.06 € | - | +4.4 | +9.1 | +7 | +37.7 |
VL 9/24 2024 1 an 3 ans 5 ans 4 761.64 € - +4.5 +9.6 +8.6 +41.6 134.20 € - +4.5 +9.6 +8.6 +41.8 138.03 € - +4.4 +9.3 +7.7 - 1 479.06 € - +4.4 +9.1 +7 +37.7