PLUVALCA FRANCE SMALL CAPS B FR0013173036
| Performances | Perf. annualisées | Volatilités | |
|---|---|---|---|
| 1 sem. | -2.4 | - | - |
| 4 sem. | -3.7 | - | - |
| 52 sem. | +2.4 | +2.4 | +16.6 |
| 1 mois | -3.6 | - | - |
| 3 mois | -5.6 | - | - |
| 6 mois | -4.3 | - | - |
| 1 an | -0.3 | -0.3 | +16.6 |
| 3 ans | +18.7 | +5.9 | +17.8 |
| 5 ans | -0.4 | -0.1 | +20.9 |
| Max | +32.5 | +3.9 | +18.5 |
| Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -2.4 | +5.7 | +2 | -4.5 | -0.9 | -2.1 | +4.6 | +2.6 | -4.1 | -5 | - | - | - |
| 2022 | -14.7 | -6.3 | -4 | +5.5 | -2.4 | +0.4 | -10.8 | +10.2 | -4.5 | -11.2 | +7.8 | +2.9 | -0.8 |
| 2021 | +19.9 | +1.1 | +2.5 | +3.5 | +0.9 | -1 | -0.2 | +5.1 | +2.1 | -1.2 | +3.6 | -3.1 | +5.3 |
| 2020 | +7.9 | -1.7 | -7.9 | -21.7 | +11.8 | +6.1 | +3.5 | +2.7 | +4.2 | +0.3 | -5.9 | +16.5 | +5.4 |
| 2019 | +20.9 | +9 | +2.3 | -0.6 | +7 | -8.2 | +7.1 | -0.3 | -2.6 | -1.5 | -1 | +4.8 | +4.6 |
| 2018 | -25.5 | +5.5 | -2.3 | -3.8 | +3.7 | +0.7 | -2.4 | -1.1 | -0.9 | -3.6 | -10.6 | -5.2 | -8 |
| 2017 | +18.4 | +1.5 | +2.2 | +4 | +1.8 | +6.1 | -0.6 | -0.4 | -0.6 | +4.4 | +1.9 | -3.4 | +0.5 |
| 2016 | - | - | - | - | - | - | - | +6.5 | +2.3 | +3.6 | -0.2 | +1.4 | +6.2 |
| Investissement Total | Gain/Perte | (Gain/Perte)/Inv | |
|---|---|---|---|
| 1 an | 1200 | -47.1 | -3.9 |
| 3 ans | 3600 | -181.5 | -5 |
| 5 ans | 6000 | +267.3 | +4.5 |
| 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 | 122.5 M€ | -0.8 / -5.6 | -1.1 / +1.8 | +2.5 / +5.5 | -29.1 / -27.4 | -0.9 / -3.2 |
| FR0013173036 | 67.2 M€ | -0.1 / -3 | +0.1 / +1.1 | +5.8 / +3.1 | -15.9 / -13.9 | +4.5 / -1.6 |
| FR0000422859 | 54.7 M€ | -0.7 / -2.6 | -1.2 / +0.7 | -3.2 / +2.4 | -13.2 / -13.4 | -5.4 / -1.6 |
| FR0011156397 | 0.6 M€ | 0 / 0 | 0 / 0 | -0.1 / 0 | -0.1 / -0.1 | 0 / 0 |
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 | FINANCIERE ARBEVEL | |
|---|---|---|
| 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 | ||
|---|---|---|---|---|---|---|---|---|---|
| FR0013173036 | PLUVALCA FRANCE SMALL CAPS B | 131.49 € | -5 | -2.4 | -0.3 | +18.7 | -0.4 | ||
| FR0011156397 | PLUVALCA FRANCE SMALL CAPS Z | 971.21 € | -4.9 | -1.6 | +0.8 | +25.3 | +7.5 | ||
| FR0000422859 | PLUVALCA FRANCE SMALL CAPS A | 704.53 € | -5 | -3.1 | -1.3 | +15.6 | -5 |
VL 9/23 2023 1 an 3 ans 5 ans 131.49 € -5 -2.4 -0.3 +18.7 -0.4 971.21 € -4.9 -1.6 +0.8 +25.3 +7.5 704.53 € -5 -3.1 -1.3 +15.6 -5
