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Optivalor C

Ranked 1228 out of 2140 in - Flexible EUR over 12 months
All calculations are in EUR unless stated

Objective

The fund aims to outperform the EONIA Capitalized index over the recommended investment period of 5 years by implementing a dynamic and flexible active allocation strategy by investing in a discretionary and opportunisic manner on all asset classes and geographic areas, while maintaining a maximum volatility level of 25%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Flexible EUR over : 31/12/2016 - 31/12/2017
  • Rank 1228/2140 Total Return
  • Rank 554/2140 Standard Deviation
  • Rank 500/2140 Max Drawdown
Fund Name Currency Return
1227 H & A Asset Allocation Fonds B EUR

3.8%

1228 Optivalor C EUR

3.8%

1228 Intermoney Gestion Flexible, FI EUR

3.8%

1228 Metavalor Global, FI EUR

3.8%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.8% 2.7% -0.2% 1.7% -0.4%
2016 4.7% 0.2% 0.7% 2.1% 1.7%
2015 -0.8% 1.8% 0.0% -6.7% 4.5%
2014 -2.3% -0.4% 3.4% -0.1% -5.1%
2013 -4.5% -0.3% -6.1% 1.6% 0.4%
2012 -2.7% 2.2% 2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France

Fund Info

  • Launch date13/02/2012
  • Share Class size15Mn
  • Base currencyEUR
  • ISIN FR0011175652

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR).