WATTINVEST RFS (C) FR0000988768
| Performances | Perf. annualisées | Volatilités | |
|---|---|---|---|
| 1 sem. | +0.6 | - | - |
| 4 sem. | +3.9 | - | - |
| 52 sem. | +2 | +2 | +6.5 |
| 1 mois | +3.3 | - | - |
| 3 mois | +1.1 | - | - |
| 6 mois | -0.9 | - | - |
| 1 an | +2.8 | +2.8 | +6.4 |
| 3 ans | +14.8 | +4.7 | +8 |
| 5 ans | +25.3 | +4.6 | +10.3 |
| 10 ans | +27.9 | +2.5 | +8.5 |
| Max | +30.8 | +2.5 | +8.1 |
| Année | Jan | Fév | Mar | Avr | Mai | Jun | Jul | Aou | Sep | Oct | Nov | Déc | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | +4.8 | +2.9 | -0.1 | +0.6 | +1.1 | -0.3 | +0.6 | +1 | -0.8 | -2.1 | -1.4 | +3.2 | - |
| 2022 | -11.3 | -3.9 | -2.9 | +1.1 | -0.9 | -1.9 | -3.7 | +4.5 | -2.4 | -3.5 | +2.5 | +2.5 | -3 |
| 2021 | +21.9 | -0.9 | +1.4 | +5.2 | +2.7 | +0.7 | +2.8 | +1.9 | +1.8 | -2.6 | +3.2 | 0 | +4.1 |
| 2020 | +2.3 | -0.5 | -4.8 | -9.1 | +5.2 | +3 | +2 | -0.1 | +1.4 | -0.6 | -2.2 | +8 | +1.1 |
| 2019 | +8.4 | +0.9 | +0.5 | 0 | +0.1 | -0.3 | +1.3 | +0.9 | -0.9 | +1.9 | +0.7 | +2.1 | +1 |
| 2018 | -7.3 | +2.3 | -2.2 | -1.8 | +1.9 | +1.5 | -1.4 | +1.2 | -0.6 | -0.1 | -6.4 | -0.9 | -0.5 |
| 2017 | +5.8 | +1.4 | +1 | +0.3 | +0.7 | +0.9 | -1 | +0.4 | -0.4 | +1.4 | +1.4 | -0.6 | +0.3 |
| 2016 | +0.3 | -3.4 | -2.2 | +1.4 | +0.8 | +0.7 | -0.8 | +1.5 | +0.1 | -0.1 | +0.1 | +0.4 | +2 |
| 2015 | +1.8 | +2.6 | +3.1 | +1.1 | -0.6 | +1 | -1.9 | -0.5 | -3.8 | -2.4 | +3.3 | +1.6 | -1.5 |
| 2014 | +1.7 | -0.1 | +1.1 | +0.3 | +0.4 | +0.6 | +0.3 | 0 | -0.4 | -0.1 | -1.3 | +0.8 | 0 |
| 2013 | +1.4 | +0.4 | +0.2 | +0.2 | +0.7 | -0.1 | -1.3 | +0.8 | -0.4 | +0.3 | +0.4 | +0.4 | -0.1 |
| 2012 | - | - | - | - | - | - | - | - | - | - | - | - | +0.7 |
| Investissement Total | Gain/Perte | (Gain/Perte)/Inv | |
|---|---|---|---|
| 1 an | 1200 | +15.6 | +1.3 |
| 3 ans | 3600 | +83.3 | +2.3 |
| 5 ans | 6000 | +627.8 | +10.5 |
| Pour un investissement programmé de 100€ par mois | |||
| Collecte / Effet marché | ||||||
|---|---|---|---|---|---|---|
| Actif au 24/11/2023 | 10/2023 | T3/2023 | S1/2023 | 2022 | YTD | |
| Fonds | 8.1 M€ | 0 / -0.1 | 0 / -0.1 | 0 / +0.4 | -0.9 / -1.1 | 0 / +0.4 |
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 | LAZARD FRERES GESTION | |
|---|---|---|
| Dépositaire | - | |
| CAC | - | |
| Valorisateur | - |
Historique des valeurs liquidatives (Cours)
OSTs
Autres Parts
| Isin | Catégorie de part | VL | 11/23 | 2023 | 1 an | 3 ans | 5 ans | ||
|---|---|---|---|---|---|---|---|---|---|
| FR0000988768 | WATTINVEST RFS (C) | 1 394.37 € | +3.2 | +4.8 | +2.8 | +14.8 | +25.3 |
VL 11/23 2023 1 an 3 ans 5 ans 1 394.37 € +3.2 +4.8 +2.8 +14.8 +25.3
