STRATEGIE FRANCE EQUILIBRE FR0007024815
Performances | Perf. annualisées | Volatilités | |
---|---|---|---|
1 sem. | 0 | - | - |
4 sem. | +1.2 | - | - |
52 sem. | +9.9 | +9.9 | +8.4 |
1 mois | +2.9 | - | - |
3 mois | +4.4 | - | - |
6 mois | +8.2 | - | - |
1 an | +10.8 | +10.8 | +8.3 |
3 ans | +17.7 | +5.6 | +9.9 |
5 ans | +31.6 | +5.6 | +12.9 |
10 ans | +54.3 | +4.4 | +11.6 |
Max | +60.8 | +4.7 | +11.5 |
Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | +4.5 | +0.7 | +2.5 | +1.2 | - | - | - | - | - | - | - | - | - |
2023 | +10.4 | +5.8 | +0.4 | +1.1 | +1.5 | -0.8 | +1 | +0.8 | -2.2 | -1.5 | -3.3 | +4.8 | +2.8 |
2022 | -8.5 | -1.8 | -2.8 | -1.2 | -0.7 | +0.3 | -4.7 | +4.3 | -2.2 | -6.6 | +5.5 | +4.2 | -2.4 |
2021 | +17 | -1.4 | +3.3 | +3.1 | +3 | +2.2 | +1.4 | +0.2 | +0.6 | -0.5 | +1.4 | -0.7 | +3.3 |
2020 | -2.2 | -1.9 | -5.5 | -11.9 | +0.7 | +4.8 | +2.8 | -0.8 | +2.6 | -2.7 | -1.4 | +12.3 | +0.7 |
2019 | +17.7 | +3.9 | +3.1 | +1.6 | +2.9 | -3.3 | +4.1 | +0.8 | -1.6 | +1.5 | +0.3 | +2 | +1.5 |
2018 | -9.3 | +2.6 | -2.6 | -2.4 | +4.3 | +1 | -2.1 | +1.8 | -1.5 | +0.4 | -6.7 | +0.3 | -4.3 |
2017 | +7.9 | - | +0.1 | +3.1 | +1.9 | +2.2 | -1.8 | +0.1 | -0.3 | +2.8 | +1.8 | -1.4 | -0.8 |
2016 | +4.3 | -3 | -1.4 | +1 | +1.1 | +2 | -5 | +4.4 | +0.1 | +0.4 | +0.9 | -0.3 | +4.4 |
2015 | +6.1 | +3.9 | +4.9 | +1 | +2.3 | -1.3 | +0.6 | +0.8 | -5.4 | -2.8 | +6 | +0.4 | -3.8 |
2014 | - | -0.5 | +3.9 | -0.1 | +0.3 | +2.2 | -0.8 | -1.8 | +0.4 | +0.1 | -2.5 | +2.2 | -0.8 |
Collecte / Effet marché | ||||||
---|---|---|---|---|---|---|
Actif au 22/03/2024 | 02/2024 | T4/2023 | S2/2023 | 2023 | YTD | |
Fonds | 1.7 M€ | 0 / 0 | 0 / +0.1 | -0.1 / 0 | -0.1 / +0.2 | -0.1 / +0.1 |
Détails
SRI |
| |||||||
---|---|---|---|---|---|---|---|---|
Devise | EUR | |||||||
Durée de placement | 5 ans | |||||||
Article SFDR | - | |||||||
Fréquence de VL | Hebdomadaire | |||||||
Investisseur: Type |
| |||||||
Investisseur: Connaissances |
| |||||||
Investisseur: Objectives |
|
Frais
Droits d'entrée | 0% |
---|---|
Droits de sortie | 0% |
Frais de gestion | 1.335% |
Coûts de transaction | 0.018000000000000002% |
Frais de surperformance | - |
Acteurs
Société de gestion | APICIL Asset Management |
---|---|
LEI Société de gestion | 969500OWM8Z5P4K0ZA42 |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
Isin | Catégorie de part | VL | 3/24 | 2024 | 1 an | 3 ans | 5 ans | ||
---|---|---|---|---|---|---|---|---|---|
FR0007024815 | STRATEGIE FRANCE EQUILIBRE | 371.49 € | +1.2 | +4.5 | +10.8 | +17.7 | +31.6 |
VL 3/24 2024 1 an 3 ans 5 ans 371.49 € +1.2 +4.5 +10.8 +17.7 +31.6